Valley National Advisers’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,028
| Closed | -$27K | – | 877 |
|
|
2020
Q2 | $27K | Buy |
1,028
+4
| +0.4% | +$105 | 0.01% | 351 |
|
|
2020
Q1 | $26K | Buy |
1,024
+2
| +0.2% | +$51 | 0.01% | 347 |
|
|
2019
Q4 | $26K | Buy |
1,022
+5
| +0.5% | +$127 | 0.01% | 394 |
|
|
2019
Q3 | $26K | Sell |
1,017
-1,168
| -53% | -$29.9K | 0.01% | 389 |
|
|
2019
Q2 | $56K | Buy |
+2,185
| New | +$56K | 0.02% | 283 |
|