Wealthquest’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.62M | Sell |
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2021
Q2 | $2.21M | Sell |
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2021
Q1 | $3M | Sell |
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|
2020
Q4 | $3.06M | Buy |
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|
2020
Q3 | $3.07M | Sell |
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|
2020
Q2 | $3.37M | Buy |
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|
2019
Q4 | $4.1M | Hold |
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|
2019
Q3 | $4.1M | Hold |
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|
2019
Q2 | $4.1M | Hold |
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|
2019
Q1 | $4.08M | Buy |
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|
2018
Q4 | $3.92M | Buy |
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