SWP
IBMJ

Stratos Wealth Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Stratos Wealth Partners’s Portfolio IBMJ Stock Details IBMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,925
Closed -$228K – 1323
2021
Q3 		$228K Sell
8,925
-4,000
-31% -$102K 0.01% 1048
2021
Q2 		$331K Sell
12,925
-1
-0% -$26 0.01% 932
2021
Q1 		$332K Buy
12,926
+1
+0% +$26 0.01% 851
2020
Q4 		$333K Hold
12,925
– – 0.01% 817
2020
Q3 		$335K Hold
12,925
– – 0.01% 744
2020
Q2 		$335K Sell
12,925
-1
-0% -$26 0.01% 739
2020
Q1 		$330K Sell
12,926
-9,750
-43% -$251K 0.02% 658
2019
Q4 		$584K Hold
22,676
– – 0.02% 546
2019
Q3 		$585K Buy
22,676
+2,954
+15% +$76.3K 0.03% 513
2019
Q2 		$508K Buy
19,722
+211
+1% +$5.42K 0.02% 554
2019
Q1 		$501K Buy
19,511
+2,657
+16% +$67.9K 0.02% 550
2018
Q4 		$429K Buy
16,854
+2,037
+14% +$51.5K 0.02% 557
2018
Q3 		$375K Buy
14,817
+1,057
+8% +$26.9K 0.02% 630
2018
Q2 		$350K Buy
13,760
+2,658
+24% +$67.3K 0.02% 683
2018
Q1 		$282K Buy
11,102
+5,102
+85% +$130K 0.01% 747
2017
Q4 		$153K Buy
+6,000
New +$154K 0.01% 985

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Stratos Wealth Partners's IBMJ Position: Q4 2021 in Review

Stratos Wealth Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 8,925 shares — an estimated $228K sold.

Stratos Wealth Partners first reported a position in IBMJ in Q4 2017 and held it in 16 quarters. The position peaked at $585K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Stratos Wealth Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Stratos Wealth Partners sold 8,925 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $228K.
  • Stratos Wealth Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2017 and held it in 16 quarters.
  • Stratos Wealth Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $585K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Stratos Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.