Envestnet Asset Management
IBMJ

Envestnet Asset Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Envestnet Asset Management’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
Q4 		– Sell
-196,708
Closed -$5.03M – 4008
2021
Q3 		$5.03M Sell
196,708
-110,806
-36% -$2.84M ﹤0.01% 1546
2021
Q2 		$7.88M Buy
307,514
+7,580
+3% +$195K ﹤0.01% 1267
2021
Q1 		$7.71M Buy
299,934
+842
+0.3% +$21.7K 0.01% 1192
2020
Q4 		$7.71M Buy
299,092
+43,460
+17% +$1.12M 0.01% 1049
2020
Q3 		$6.62M Buy
255,632
+29,483
+13% +$764K 0.01% 1009
2020
Q2 		$5.87M Sell
226,149
-46,164
-17% -$1.19M 0.01% 1050
2020
Q1 		$6.95M Buy
272,313
+25,176
+10% +$648K 0.01% 833
2019
Q4 		$6.37M Buy
247,137
+655
+0.3% +$16.9K 0.01% 1002
2019
Q3 		$6.35M Buy
246,482
+39,359
+19% +$1.02M 0.01% 955
2019
Q2 		$5.34M Buy
207,123
+20,471
+11% +$525K 0.01% 1021
2019
Q1 		$4.79M Sell
186,652
-6,012
-3% -$154K 0.01% 1015
2018
Q4 		$4.9M Sell
192,664
-13,462
-7% -$340K 0.01% 894
2018
Q3 		$5.21M Buy
+206,126
New +$5.24M 0.01% 411
2016
Q4 		– Sell
-182,404
Closed -$4.74M – 3493
2016
Q3 		$4.74M Buy
+182,404
New +$4.77M 0.02% 608

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management's IBMJ Position: Q4 2021 in Review

Envestnet Asset Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 196,708 shares — an estimated $5.03M sold.

Envestnet Asset Management first reported a position in IBMJ in Q3 2016 and held it in 14 quarters. The position peaked at $7.88M in Q2 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Envestnet Asset Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 196,708 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $5.03M.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2016 and held it in 14 quarters.
  • Envestnet Asset Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $7.88M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Envestnet Asset Management's 13F filing for Q4 2021, filed 4 Feb 2022.