TLWM Financial’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

TLWM Financial’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	-7,923	Closed	-$203K	–	71
2021 Q3	$203K	Hold	7,923	–	–	0.08%	65
2021 Q2	$203K	Hold	7,923	–	–	0.07%	70
2021 Q1	$204K	Hold	7,923	–	–	0.08%	67
2020 Q4	$204K	Hold	7,923	–	–	0.08%	64
2020 Q3	$204K	Hold	7,923	–	–	0.1%	60
2020 Q2	$206K	Hold	7,923	–	–	0.12%	57
2020 Q1	$202K	Hold	7,923	–	–	0.12%	59
2019 Q4	$204K	Hold	7,923	–	–	0.1%	59
2019 Q3	$204K	Hold	7,923	–	–	0.1%	55
2019 Q2	$204K	Hold	7,923	–	–	0.12%	55
2019 Q1	$203K	Hold	7,923	–	–	0.11%	54
2018 Q4	$202K	Buy	+7,923	New	+$200K	0.12%	53

Other funds holding IBMJ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TLWM Financial's IBMJ Position: Q4 2021 in Review

TLWM Financial sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 7,923 shares — an estimated $203K sold.

TLWM Financial first reported a position in IBMJ in Q4 2018 and held it in 12 quarters. The position peaked at $206K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

TLWM Financial reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
TLWM Financial sold 7,923 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $203K.
TLWM Financial first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 12 quarters.
TLWM Financial's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $206K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on TLWM Financial's 13F filing for Q4 2021, filed 4 Feb 2022.