Advisornet Financial’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Advisornet Financial’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
2020 Q2	–	Sell	-395	Closed	-$10K	–	2025
2020 Q1	$10K	Sell	395 -650	-62%	-$16.7K	﹤0.01%	1276
2019 Q4	$27K	Sell	1,045 -1,100	-51%	-$28.4K	﹤0.01%	1101
2019 Q3	$55K	Buy	2,145 +525	+32%	+$13.6K	0.01%	869
2019 Q2	$42K	Hold	1,620	–	–	﹤0.01%	861
2019 Q1	$42K	Hold	1,620	–	–	0.01%	784
2018 Q4	$41K	Sell	1,620 -685	-30%	-$17.3K	0.01%	736
2018 Q3	$58K	Buy	2,305 +650	+39%	+$16.5K	0.01%	687
2018 Q2	$42K	Hold	1,655	–	–	0.01%	760
2018 Q1	$42K	Buy	1,655 +395	+31%	+$10K	0.01%	741
2017 Q4	$32K	Buy	+1,260	New	+$32.3K	﹤0.01%	765

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

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

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Advisornet Financial's IBMJ Position: Q2 2020 in Review

Advisornet Financial sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2020, closing a stake of 395 shares — an estimated $10K sold.

Advisornet Financial first reported a position in IBMJ in Q4 2017 and held it in 10 quarters. The position peaked at $58K in Q3 2018. 116 funds tracked by Wall St. Rank hold IBMJ as of Q2 2020.

Advisornet Financial reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Advisornet Financial sold 395 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2020, an estimated $10K.
Advisornet Financial first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2017 and held it in 10 quarters.
Advisornet Financial's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $58K in Q3 2018.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2020.

Based on Advisornet Financial's 13F filing for Q2 2020, filed 26 Aug 2020.