AAS
IBMJ

Avantax Advisory Services’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Avantax Advisory Services’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 		– Sell
-9,443
Closed -$243K – 857
2019
Q3 		$243K Buy
+9,443
New +$244K 0.01% 486

Other funds holding IBMJ

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

Avantax Advisory Services's IBMJ Position: Q4 2019 in Review

Avantax Advisory Services sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2019, closing a stake of 9,443 shares — an estimated $243K sold.

Avantax Advisory Services first reported a position in IBMJ in Q3 2019 and held it in 1 quarter. The position peaked at $243K in Q3 2019. 116 funds tracked by Wall St. Rank hold IBMJ as of Q4 2019.

  • Avantax Advisory Services reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Avantax Advisory Services sold 9,443 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2019, an estimated $243K.
  • Avantax Advisory Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2019 and held it in 1 quarter.
  • Avantax Advisory Services's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $243K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2019.

Based on Avantax Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.