CONA
IBMJ

Capital One National Association’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Capital One National Association’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
Q4 		$251K Buy
+9,734
New +$251K 0.03% 287

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $424B AUM 22.96% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Capital One National Association's IBMJ Position: Q4 2019 in Review

Capital One National Association opened a new position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2019: 9,734 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #287 among its holdings.

116 funds tracked by Wall St. Rank hold IBMJ as of Q4 2019.

  • Capital One National Association held 9,734 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $251K as of Q4 2019.
  • iShares iBonds Dec 2021 Term Muni Bond ETF was a new Capital One National Association position in Q4 2019.
  • iShares iBonds Dec 2021 Term Muni Bond ETF made up 0.03% of Capital One National Association's portfolio in Q4 2019, its #287 holding.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.