Autus Asset Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Autus Asset 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
2021 Q4	–	Sell	-11,500	Closed	-$294K	–	180
2021 Q3	$294K	Hold	11,500	–	–	0.03%	145
2021 Q2	$295K	Hold	11,500	–	–	0.03%	142
2021 Q1	$296K	Hold	11,500	–	–	0.03%	139
2020 Q4	$296K	Hold	11,500	–	–	0.04%	134
2020 Q3	$298K	Hold	11,500	–	–	0.04%	134
2020 Q2	$298K	Hold	11,500	–	–	0.04%	133
2020 Q1	$293K	Hold	11,500	–	–	0.05%	118
2019 Q4	$296K	Hold	11,500	–	–	0.04%	134
2019 Q3	$296K	Hold	11,500	–	–	0.05%	134
2019 Q2	$296K	Buy	+11,500	New	+$295K	0.05%	133

Other funds holding IBMJ

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

Autus Asset Management's IBMJ Position: Q4 2021 in Review

Autus Asset Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 11,500 shares — an estimated $294K sold.

Autus Asset Management first reported a position in IBMJ in Q2 2019 and held it in 10 quarters. The position peaked at $298K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

Autus Asset Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Autus Asset Management sold 11,500 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $294K.
Autus Asset Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2019 and held it in 10 quarters.
Autus Asset Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $298K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Autus Asset Management's 13F filing for Q4 2021, filed 14 Jan 2022.