WSTAM
IBMJ
Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30,676
| Closed | -$785K | – | 532 |
|
|
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% | +$54.8K | 0.05% | 203 |
|
|
2020
Q4 | $1.08M | Buy |
41,945
+3,720
| +10% | +$95.9K | 0.05% | 185 |
|
|
2020
Q3 | $990K | Buy |
38,225
+15,115
| +65% | +$391K | 0.05% | 177 |
|
|
2020
Q2 | $599K | Sell |
23,110
-809
| -3% | -$21K | 0.04% | 214 |
|
|
2020
Q1 | $610K | Buy |
23,919
+4,058
| +20% | +$103K | 0.05% | 197 |
|
|
2019
Q4 | $512K | Buy |
19,861
+6,393
| +47% | +$165K | 0.03% | 247 |
|
|
2019
Q3 | $347K | Buy |
13,468
+3,575
| +36% | +$92.1K | 0.02% | 288 |
|
|
2019
Q2 | $255K | Hold |
9,893
| – | – | 0.02% | 347 |
|
|
2019
Q1 | $254K | Buy |
+9,893
| New | +$254K | 0.02% | 342 |
|