CA
IBMJ

Calton & Associates’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-973
Closed -$24K – 1538
2017
Q4 		$24K Buy
+973
New +$25K 0.01% 860

Other funds holding IBMJ

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Calton & Associates's IBMJ Position: Q1 2018 in Review

Calton & Associates sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2018, closing a stake of 973 shares — an estimated $24K sold.

Calton & Associates first reported a position in IBMJ in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 70 funds tracked by Wall St. Rank hold IBMJ as of Q1 2018.

  • Calton & Associates reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 973 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2018, an estimated $24K.
  • Calton & Associates first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $24K in Q4 2017.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.