FAIM
IBMJ

Financial Advocates Investment Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Financial Advocates Investment 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
2019
Q4 		– Sell
-10,111
Closed -$261K – 545
2019
Q3 		$261K Buy
10,111
+1
+0% +$26 0.03% 407
2019
Q2 		$261K Buy
10,110
+400
+4% +$10.3K 0.03% 394
2019
Q1 		$249K Buy
+9,710
New +$248K 0.03% 395

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Morgan Stanley
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UBS Group
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CIM
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Northwestern Mutual Wealth Management
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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Financial Advocates Investment Management's IBMJ Position: Q4 2019 in Review

Financial Advocates Investment Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2019, closing a stake of 10,111 shares — an estimated $261K sold.

Financial Advocates Investment Management first reported a position in IBMJ in Q1 2019 and held it in 3 quarters. The position peaked at $261K in Q3 2019. 116 funds tracked by Wall St. Rank hold IBMJ as of Q4 2019.

  • Financial Advocates Investment Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,111 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2019, an estimated $261K.
  • Financial Advocates Investment Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and held it in 3 quarters.
  • Financial Advocates Investment Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $261K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2019.

Based on Financial Advocates Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.