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

Bridgeworth’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 Q2	–	Sell	-8,425	Closed	-$217K	–	139
2021 Q1	$217K	Hold	8,425	–	–	0.07%	119
2020 Q4	$217K	Hold	8,425	–	–	0.07%	118
2020 Q3	$218K	Hold	8,425	–	–	0.08%	112
2020 Q2	$219K	Hold	8,425	–	–	0.09%	117
2020 Q1	$215K	Hold	8,425	–	–	0.1%	107
2019 Q4	$217K	Hold	8,425	–	–	0.08%	122
2019 Q3	$217K	Hold	8,425	–	–	0.08%	118
2019 Q2	$217K	Hold	8,425	–	–	0.08%	120
2019 Q1	$216K	Buy	+8,425	New	+$215K	0.09%	122
2018 Q3	–	Sell	-2,562	Closed	-$65K	–	651
2018 Q2	$65K	Buy	+2,562	New	+$64.9K	0.03%	249

Other funds holding IBMJ

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

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

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

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

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Bridgeworth's IBMJ Position: Q2 2021 in Review

Bridgeworth sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2021, closing a stake of 8,425 shares — an estimated $217K sold.

Bridgeworth first reported a position in IBMJ in Q2 2018 and held it in 10 quarters. The position peaked at $219K in Q2 2020. 128 funds tracked by Wall St. Rank hold IBMJ as of Q2 2021.

Bridgeworth reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Bridgeworth sold 8,425 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2021, an estimated $217K.
Bridgeworth first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2018 and held it in 10 quarters.
Bridgeworth's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $219K in Q2 2020.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2021.

Based on Bridgeworth's 13F filing for Q2 2021, filed 3 Aug 2021.