AIM
IBMJ

Advantage Investment Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Advantage Investment 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
2019
Q3 		$52K Hold
2,000
– – 0.04% 331
2019
Q2 		$52K Hold
2,000
– – 0.04% 339
2019
Q1 		$51K Hold
2,000
– – 0.04% 345
2018
Q4 		$51K Hold
2,000
– – 0.04% 343
2018
Q3 		$51K Hold
2,000
– – 0.03% 385
2018
Q2 		$51K Buy
+2,000
New +$50.6K 0.04% 365

Other funds holding IBMJ

US Bancorp
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advantage Investment Management's IBMJ Position: Q3 2019 in Review

Advantage Investment Management held its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) position steady in Q3 2019 at 2,000 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #331.

Advantage Investment Management first reported a position in IBMJ in Q2 2018 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold IBMJ as of Q3 2019.

  • Advantage Investment Management held 2,000 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $52K as of Q3 2019.
  • Advantage Investment Management left its iShares iBonds Dec 2021 Term Muni Bond ETF share count unchanged in Q3 2019.
  • iShares iBonds Dec 2021 Term Muni Bond ETF made up 0.04% of Advantage Investment Management's portfolio in Q3 2019, its #331 holding.
  • Advantage Investment Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2018 and has held it in 6 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.