WIC
IBMJ

Whitegate Investment Counselors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Whitegate Investment Counselors’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
-22,795
Closed -$583K – 225
2021
Q3 		$583K Hold
22,795
– – 0.08% 149
2021
Q2 		$584K Sell
22,795
-900
-4% -$23.1K 0.08% 152
2021
Q1 		$609K Hold
23,695
– – 0.09% 141
2020
Q4 		$611K Hold
23,695
– – 0.1% 138
2020
Q3 		$614K Buy
23,695
+11,000
+87% +$285K 0.11% 130
2020
Q2 		$329K Buy
12,695
+1,900
+18% +$49.1K 0.07% 155
2020
Q1 		$275K Hold
10,795
– – 0.07% 152
2019
Q4 		$278K Buy
10,795
+750
+7% +$19.3K 0.05% 173
2019
Q3 		$259K Hold
10,045
– – 0.05% 174
2019
Q2 		$259K Hold
10,045
– – 0.05% 171
2019
Q1 		$258K Buy
10,045
+1,800
+22% +$46K 0.05% 170
2018
Q4 		$210K Buy
+8,245
New +$209K 0.05% 180
2018
Q3 		– Sell
-8,245
Closed -$210K – 197
2018
Q2 		$210K Hold
8,245
– – 0.04% 181
2018
Q1 		$209K Buy
+8,245
New +$210K 0.04% 179

Other funds holding IBMJ

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

Whitegate Investment Counselors's IBMJ Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 22,795 shares — an estimated $583K sold.

Whitegate Investment Counselors first reported a position in IBMJ in Q1 2018 and held it in 14 quarters. The position peaked at $614K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 22,795 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $583K.
  • Whitegate Investment Counselors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2018 and held it in 14 quarters.
  • Whitegate Investment Counselors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $614K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.