BA
IBMJ

Boston Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Boston Advisors’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
Q3 		$699K Sell
27,105
-1,556
-5% -$40.2K 0.04% 422
2019
Q2 		$739K Sell
28,661
-1,895
-6% -$48.6K 0.04% 419
2019
Q1 		$784K Sell
30,556
-10
-0% -$256 0.04% 392
2018
Q4 		$778K Sell
30,566
-5,392
-15% -$136K 0.05% 376
2018
Q3 		$910K Buy
35,958
+1,811
+5% +$46K 0.04% 396
2018
Q2 		$868K Sell
34,147
-25
-0.1% -$633 0.02% 408
2018
Q1 		$868K Sell
34,172
-196
-0.6% -$4.99K 0.02% 393
2017
Q4 		$874K Buy
34,368
+1,641
+5% +$42.1K 0.02% 393
2017
Q3 		$847K Sell
32,727
-19,443
-37% -$505K 0.02% 393
2017
Q2 		$1.35M Buy
52,170
+2,237
+4% +$57.8K 0.03% 339
2017
Q1 		$1.28M Buy
49,933
+16,183
+48% +$413K 0.03% 323
2016
Q4 		$853K Sell
33,750
-12,345
-27% -$315K 0.02% 382
2016
Q3 		$1.2M Buy
46,095
+15,230
+49% +$398K 0.03% 332
2016
Q2 		$807K Buy
30,865
+675
+2% +$17.5K 0.02% 377
2016
Q1 		$781K Buy
+30,190
New +$782K 0.02% 360

Other funds holding IBMJ

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Boston Advisors's IBMJ Position: Q3 2019 in Review

Boston Advisors reduced its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) stake by 5.4% in Q3 2019, selling an estimated $40.2K and leaving 27,105 shares worth $699K. The position accounts for 0.04% of the portfolio, ranked #422.

Boston Advisors first reported a position in IBMJ in Q1 2016 and has held it in 15 quarters since. The position peaked at $1.35M in Q2 2017. 105 funds tracked by Wall St. Rank hold IBMJ as of Q3 2019.

  • Boston Advisors held 27,105 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $699K as of Q3 2019.
  • Boston Advisors sold 1,556 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2019, an estimated $40.2K.
  • iShares iBonds Dec 2021 Term Muni Bond ETF made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #422 holding.
  • Boston Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2016 and has held it in 15 quarters since.
  • Boston Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.35M in Q2 2017.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.