Advisor Group’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Advisor Group’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 Q4	$413K	Buy	16,027 +3,603	+29%	+$92.9K	﹤0.01%	1808
2019 Q3	$320K	Buy	12,424 +311	+3%	+$8.03K	﹤0.01%	1960
2019 Q2	$312K	Buy	12,113 +2,148	+22%	+$55.1K	﹤0.01%	1966
2019 Q1	$255K	Buy	9,965 +4,477	+82%	+$114K	﹤0.01%	2082
2018 Q4	$140K	Buy	+5,488	New	+$139K	﹤0.01%	2372
2018 Q1	–	Sell	-1,200	Closed	-$31K	–	5245
2017 Q4	$31K	Hold	1,200	–	–	﹤0.01%	3425
2017 Q3	$31K	Hold	1,200	–	–	﹤0.01%	3298
2017 Q2	$31K	Hold	1,200	–	–	﹤0.01%	3187
2017 Q1	$31K	Buy	+1,200	New	+$30.6K	﹤0.01%	3073

Other funds holding IBMJ

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Advisor Group's IBMJ Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) stake by 29% in Q4 2019, buying an estimated $92.9K and bringing the position to 16,027 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Advisor Group first reported a position in IBMJ in Q1 2017 and has held it in 9 quarters since. 116 funds tracked by Wall St. Rank hold IBMJ as of Q4 2019.

Advisor Group held 16,027 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $413K as of Q4 2019.
Advisor Group bought 3,603 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2019, an estimated $92.9K.
iShares iBonds Dec 2021 Term Muni Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1808 holding.
Advisor Group first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2017 and has held it in 9 quarters since.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.