Brookstone Capital Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Brookstone Capital 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 Q2	–	Sell	-9,620	Closed	-$247K	–	770
2021 Q1	$247K	Sell	9,620 -30	-0.3%	-$772	0.01%	431
2020 Q4	$249K	Sell	9,650 -2,979	-24%	-$76.9K	0.01%	403
2020 Q3	$327K	Buy	12,629 +2,740	+28%	+$71K	0.02%	325
2020 Q2	$257K	Buy	9,889 +1,884	+24%	+$48.7K	0.02%	305
2020 Q1	$204K	Buy	+8,005	New	+$206K	0.01%	296
2018 Q1	–	Sell	-9,528	Closed	-$242K	–	373
2017 Q4	$242K	Sell	9,528 -500	-5%	-$12.8K	0.02%	289
2017 Q3	$260K	Buy	10,028 +2,113	+27%	+$54.8K	0.02%	281
2017 Q2	$204K	Sell	7,915 -61	-0.8%	-$1.57K	0.02%	291
2017 Q1	$205K	Buy	+7,976	New	+$204K	0.02%	239

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

Brookstone Capital Management's IBMJ Position: Q2 2021 in Review

Brookstone Capital Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2021, closing a stake of 9,620 shares — an estimated $247K sold.

Brookstone Capital Management first reported a position in IBMJ in Q1 2017 and held it in 9 quarters. The position peaked at $327K in Q3 2020. 128 funds tracked by Wall St. Rank hold IBMJ as of Q2 2021.

Brookstone Capital Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Brookstone Capital Management sold 9,620 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2021, an estimated $247K.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2017 and held it in 9 quarters.
Brookstone Capital Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $327K in Q3 2020.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2021.

Based on Brookstone Capital Management's 13F filing for Q2 2021, filed 14 Jul 2021.