Eudaimonia Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Eudaimonia 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 Q3	$832K	Buy	+32,536	New	+$833K	0.15%	164

Other funds holding IBMJ

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Eudaimonia Partners's IBMJ Position: Q3 2021 in Review

Eudaimonia Partners opened a new position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2021: 32,536 shares worth $832K. The stake represents 0.15% of the portfolio and ranks #164 among its holdings.

127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

Eudaimonia Partners held 32,536 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $832K as of Q3 2021.
iShares iBonds Dec 2021 Term Muni Bond ETF was a new Eudaimonia Partners position in Q3 2021.
iShares iBonds Dec 2021 Term Muni Bond ETF made up 0.15% of Eudaimonia Partners's portfolio in Q3 2021, its #164 holding.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Eudaimonia Partners's 13F filing for Q3 2021, filed 25 Oct 2021.