CA
IBMJ

Cetera Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Cetera Advisors’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
Q2 		– Sell
-2,935
Closed -$75K – 1349
2019
Q1 		$75K Buy
+2,935
New +$75K ﹤0.01% 932

Other funds holding IBMJ

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Morgan Stanley New York $1.66T AUM 25.57% 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
CIM
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Cetera Advisors's IBMJ Position: Q2 2019 in Review

Cetera Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2019, closing a stake of 2,935 shares — an estimated $75K sold.

Cetera Advisors first reported a position in IBMJ in Q1 2019 and held it in 1 quarter. The position peaked at $75K in Q1 2019. 104 funds tracked by Wall St. Rank hold IBMJ as of Q2 2019.

  • Cetera Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Cetera Advisors sold 2,935 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2019, an estimated $75K.
  • Cetera Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and held it in 1 quarter.
  • Cetera Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $75K in Q1 2019.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.