DC
IBMJ

Derby & Company’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Derby & Company’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
Q1 		– Sell
-22,282
Closed -$574K – 63
2019
Q4 		$574K Buy
+22,282
New +$575K 0.21% 33

Other funds holding IBMJ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Derby & Company's IBMJ Position: Q1 2020 in Review

Derby & Company sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2020, closing a stake of 22,282 shares — an estimated $574K sold.

Derby & Company first reported a position in IBMJ in Q4 2019 and held it in 1 quarter. The position peaked at $574K in Q4 2019. 119 funds tracked by Wall St. Rank hold IBMJ as of Q1 2020.

  • Derby & Company reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Derby & Company sold 22,282 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2020, an estimated $574K.
  • Derby & Company first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Derby & Company's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $574K in Q4 2019.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2020.

Based on Derby & Company's 13F filing for Q1 2020, filed 28 Apr 2020.