Cedar Brook Financial Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Cedar Brook Financial Partners’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	-17,845	Closed	-$459K	–	383
2021 Q1	$459K	Sell	17,845 -7,725	-30%	-$199K	0.16%	154
2020 Q4	$659K	Sell	25,570 -3,823	-13%	-$98.7K	0.23%	107
2020 Q3	$762K	Buy	29,393 +3,871	+15%	+$100K	0.3%	91
2020 Q2	$662K	Buy	25,522 +22	+0.1%	+$568	0.3%	101
2020 Q1	$651K	Sell	25,500 -3,002	-11%	-$77.3K	0.36%	80
2019 Q4	$734K	Buy	28,502 +43	+0.2%	+$1.11K	0.31%	91
2019 Q3	$734K	Buy	28,459 +33	+0.1%	+$852	0.32%	95
2019 Q2	$733K	Buy	28,426 +33	+0.1%	+$847	0.34%	91
2019 Q1	$729K	Sell	28,393 -1	-0%	-$26	0.35%	83
2018 Q4	$722K	Buy	+28,394	New	+$718K	0.44%	71

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

Cedar Brook Financial Partners's IBMJ Position: Q2 2021 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2021, closing a stake of 17,845 shares — an estimated $459K sold.

Cedar Brook Financial Partners first reported a position in IBMJ in Q4 2018 and held it in 10 quarters. The position peaked at $762K in Q3 2020. 128 funds tracked by Wall St. Rank hold IBMJ as of Q2 2021.

Cedar Brook Financial Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
Cedar Brook Financial Partners sold 17,845 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2021, an estimated $459K.
Cedar Brook Financial Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 10 quarters.
Cedar Brook Financial Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $762K 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 Cedar Brook Financial Partners's 13F filing for Q2 2021, filed 16 Aug 2021.