Fidelity Investments’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Fidelity Investments’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	-357	Closed	-$9K	–	4478
2020 Q1	$9K	Sell	357 -134	-27%	-$3.45K	﹤0.01%	3147
2019 Q4	$13K	Buy	+491	New	+$12.7K	﹤0.01%	3222
2019 Q3	–	Sell	-504	Closed	-$13K	–	4479
2019 Q2	$13K	Sell	504 -461	-48%	-$11.8K	﹤0.01%	3187
2019 Q1	$25K	Buy	965 +460	+91%	+$11.8K	﹤0.01%	2933
2018 Q4	$13K	Buy	505 +1	+0.2%	+$25	﹤0.01%	2991
2018 Q3	$13K	Buy	+504	New	+$12.8K	﹤0.01%	3095

Other funds holding IBMJ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LIM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Fidelity Investments's IBMJ Position: Q2 2020 in Review

Fidelity Investments sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2020, closing a stake of 357 shares — an estimated $9K sold.

Fidelity Investments first reported a position in IBMJ in Q3 2018 and held it in 6 quarters. The position peaked at $25K in Q1 2019. 116 funds tracked by Wall St. Rank hold IBMJ as of Q2 2020.

Fidelity Investments reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Fidelity Investments sold 357 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2020, an estimated $9K.
Fidelity Investments first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2018 and held it in 6 quarters.
Fidelity Investments's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $25K in Q1 2019.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2020.

Based on Fidelity Investments's 13F filing for Q2 2020, filed 13 Aug 2020.