Whitegate Investment Counselors’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 | $583K | Hold |
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|
2021
Q2 | $584K | Sell |
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|
2021
Q1 | $609K | Hold |
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|
2020
Q4 | $611K | Hold |
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|
2020
Q3 | $614K | Buy |
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|
2020
Q2 | $329K | Buy |
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|
2020
Q1 | $275K | Hold |
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|
2019
Q4 | $278K | Buy |
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|
2019
Q3 | $259K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q4 | $210K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $210K | Hold |
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|
2018
Q1 | $209K | Buy |
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