CSPIA
IBMJ

Cary Street Partners Investment Advisory’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Cary Street Partners Investment Advisory’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
Q3 		– Sell
-2,447
Closed -$63K – 323
2021
Q2 		$63K Sell
2,447
-65
-3% -$1.67K 0.02% 281
2021
Q1 		$65K Buy
+2,512
New +$64.7K 0.03% 259
2020
Q4 		– Sell
-21,300
Closed -$552K – 992
2020
Q3 		$552K Buy
+21,300
New +$552K 0.12% 169

Other funds holding IBMJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.56B AUM 29.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's IBMJ Position: Q3 2021 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2021, closing a stake of 2,447 shares — an estimated $63K sold.

Cary Street Partners Investment Advisory first reported a position in IBMJ in Q3 2020 and held it in 3 quarters. The position peaked at $552K in Q3 2020. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

  • Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 2,447 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2021, an estimated $63K.
  • Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2020 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $552K in Q3 2020.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.