AWM
IBMJ

Alterna Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Alterna Wealth 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
2020
Q1 		– Sell
-18,800
Closed -$484K – 120
2019
Q4 		$484K Buy
+18,800
New +$485K 0.54% 43
2019
Q2 		– Sell
-19,353
Closed -$497K – 110
2019
Q1 		$497K Buy
19,353
+7,932
+69% +$203K 0.42% 63
2018
Q4 		$291K Buy
+11,421
New +$289K 0.05% 264

Other funds holding IBMJ

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Alterna Wealth Management's IBMJ Position: Q1 2020 in Review

Alterna Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2020, closing a stake of 18,800 shares — an estimated $484K sold.

Alterna Wealth Management first reported a position in IBMJ in Q4 2018 and held it in 3 quarters. The position peaked at $497K in Q1 2019. 119 funds tracked by Wall St. Rank hold IBMJ as of Q1 2020.

  • Alterna Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 18,800 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2020, an estimated $484K.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 3 quarters.
  • Alterna Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $497K in Q1 2019.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2020.

Based on Alterna Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.