Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-30,676	Closed	-$785K	–	533
2021 Q3	$785K	Sell	30,676 -975	-3%	-$25K	0.03%	244
2021 Q2	$812K	Sell	31,651 -12,426	-28%	-$319K	0.03%	241
2021 Q1	$1.13M	Buy	44,077 +2,132	+5%	+$54.9K	0.05%	203
2020 Q4	$1.08M	Buy	41,945 +3,720	+10%	+$96K	0.05%	185
2020 Q3	$990K	Buy	38,225 +15,115	+65%	+$392K	0.05%	177
2020 Q2	$599K	Sell	23,110 -809	-3%	-$20.9K	0.04%	214
2020 Q1	$610K	Buy	23,919 +4,058	+20%	+$105K	0.05%	198
2019 Q4	$512K	Buy	19,861 +6,393	+47%	+$165K	0.03%	247
2019 Q3	$347K	Buy	13,468 +3,575	+36%	+$92.3K	0.02%	288
2019 Q2	$255K	Hold	9,893	–	–	0.02%	347
2019 Q1	$254K	Buy	+9,893	New	+$253K	0.02%	342

Other funds holding IBMJ

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

Wilbanks Smith & Thomas Asset Management's IBMJ Position: Q4 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 30,676 shares — an estimated $785K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMJ in Q1 2019 and held it in 11 quarters. The position peaked at $1.13M in Q1 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 30,676 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $785K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and held it in 11 quarters.
Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.13M 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 Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2021, filed 8 Feb 2022.