Tradition Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Tradition Wealth Management’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	-2,660	Closed	-$68K	–	1239
2021 Q3	$68K	Buy	2,660 +3	+0.1%	+$77	0.01%	437
2021 Q2	$68K	Buy	2,657 +5	+0.2%	+$128	0.01%	468
2021 Q1	$68K	Buy	2,652 +2	+0.1%	+$51	0.01%	381
2020 Q4	$68K	Buy	+2,650	New	+$68.4K	0.01%	353

Other funds holding IBMJ

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

Tradition Wealth Management's IBMJ Position: Q4 2021 in Review

Tradition Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 2,660 shares — an estimated $68K sold.

Tradition Wealth Management first reported a position in IBMJ in Q4 2020 and held it in 4 quarters. The position peaked at $68K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Tradition Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Tradition Wealth Management sold 2,660 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $68K.
Tradition Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2020 and held it in 4 quarters.
Tradition Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $68K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Tradition Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.