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

Allworth 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
2021 Q4	–	Sell	-900	Closed	-$23K	–	2223
2021 Q3	$23K	Hold	900	–	–	﹤0.01%	985
2021 Q2	$23K	Hold	900	–	–	﹤0.01%	819
2021 Q1	$23K	Hold	900	–	–	﹤0.01%	758
2020 Q4	$23K	Buy	+900	New	+$23.2K	﹤0.01%	651

Other funds holding IBMJ

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

Allworth Financial's IBMJ Position: Q4 2021 in Review

Allworth Financial sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 900 shares — an estimated $23K sold.

Allworth Financial first reported a position in IBMJ in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Allworth Financial reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Allworth Financial sold 900 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $23K.
Allworth Financial first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2020 and held it in 4 quarters.
Allworth Financial's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $23K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Allworth Financial's 13F filing for Q4 2021, filed 21 Jan 2022.