Benjamin F. Edwards & Company’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Benjamin F. Edwards & Company’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 Q2	–	Sell	-5,957	Closed	-$153K	–	2016
2019 Q1	$153K	Sell	5,957 -4,463	-43%	-$114K	0.01%	561
2018 Q4	$265K	Sell	10,420 -491	-5%	-$12.4K	0.03%	420
2018 Q3	$276K	Buy	+10,911	New	+$277K	0.03%	461

Other funds holding IBMJ

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Benjamin F. Edwards & Company's IBMJ Position: Q2 2019 in Review

Benjamin F. Edwards & Company sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2019, closing a stake of 5,957 shares — an estimated $153K sold.

Benjamin F. Edwards & Company first reported a position in IBMJ in Q3 2018 and held it in 3 quarters. The position peaked at $276K in Q3 2018. 104 funds tracked by Wall St. Rank hold IBMJ as of Q2 2019.

Benjamin F. Edwards & Company reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 5,957 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2019, an estimated $153K.
Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2018 and held it in 3 quarters.
Benjamin F. Edwards & Company's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $276K in Q3 2018.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2019, filed 8 Aug 2019.