First Manhattan’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

First Manhattan’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 Q1	–	Sell	-369	Closed	-$9K	–	1513
2018 Q4	$9K	Hold	369	–	–	﹤0.01%	1186
2018 Q3	$9K	Hold	369	–	–	﹤0.01%	1244
2018 Q2	$9K	Hold	369	–	–	﹤0.01%	1210
2018 Q1	$9K	Hold	369	–	–	﹤0.01%	1213
2017 Q4	$9K	Hold	369	–	–	﹤0.01%	1262
2017 Q3	$9K	Hold	369	–	–	﹤0.01%	1236
2017 Q2	$9K	Hold	369	–	–	﹤0.01%	1196
2017 Q1	$9K	Hold	369	–	–	﹤0.01%	1212
2016 Q4	$9K	Hold	369	–	–	﹤0.01%	1190
2016 Q3	$9K	Hold	369	–	–	﹤0.01%	1211
2016 Q2	$9K	Buy	+369	New	+$9.59K	﹤0.01%	1248

Other funds holding IBMJ

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

First Manhattan's IBMJ Position: Q1 2019 in Review

First Manhattan sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2019, closing a stake of 369 shares — an estimated $9K sold.

First Manhattan first reported a position in IBMJ in Q2 2016 and held it in 11 quarters. The position peaked at $9K in Q4 2018. 105 funds tracked by Wall St. Rank hold IBMJ as of Q1 2019.

First Manhattan reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
First Manhattan sold 369 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2019, an estimated $9K.
First Manhattan first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2016 and held it in 11 quarters.
First Manhattan's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $9K in Q4 2018.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2019.

Based on First Manhattan's 13F filing for Q1 2019, filed 12 Apr 2019.