CFGS
IBMJ

Concourse Financial Group Securities’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Concourse Financial Group Securities’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
2020
Q2 		– Sell
-82
Closed -$2.12K – 2369
2020
Q1 		$2K Buy
+82
New +$2.11K ﹤0.01% 1981

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Concourse Financial Group Securities's IBMJ Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2020, closing a stake of 82 shares — an estimated $2.12K sold.

Concourse Financial Group Securities first reported a position in IBMJ in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 116 funds tracked by Wall St. Rank hold IBMJ as of Q2 2020.

  • Concourse Financial Group Securities reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 82 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2020, an estimated $2.12K.
  • Concourse Financial Group Securities first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2020 and held it in 1 quarter.
  • Concourse Financial Group Securities's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $2K in Q1 2020.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.