WhitTier Trust Company’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

WhitTier Trust Company’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	-1,033	Closed	-$26K	–	1143
2021 Q3	$26K	Hold	1,033	–	–	﹤0.01%	788
2021 Q2	$26K	Hold	1,033	–	–	﹤0.01%	753
2021 Q1	$27K	Hold	1,033	–	–	﹤0.01%	737
2020 Q4	$27K	Hold	1,033	–	–	﹤0.01%	725
2020 Q3	$27K	Hold	1,033	–	–	﹤0.01%	703
2020 Q2	$27K	Hold	1,033	–	–	﹤0.01%	682
2020 Q1	$26K	Hold	1,033	–	–	﹤0.01%	667
2019 Q4	$27K	Buy	+1,033	New	+$26.6K	﹤0.01%	698

Other funds holding IBMJ

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

WhitTier Trust Company's IBMJ Position: Q4 2021 in Review

WhitTier Trust Company sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 1,033 shares — an estimated $26K sold.

WhitTier Trust Company first reported a position in IBMJ in Q4 2019 and held it in 8 quarters. The position peaked at $27K in Q1 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

WhitTier Trust Company reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
WhitTier Trust Company sold 1,033 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $26K.
WhitTier Trust Company first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 8 quarters.
WhitTier Trust Company's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $27K in Q1 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on WhitTier Trust Company's 13F filing for Q4 2021, filed 19 Jan 2022.