FHA
IBMJ

Flagship Harbor Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Flagship Harbor Advisors’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
Q4 		– Sell
-764
Closed -$19K – 2029
2020
Q3 		$19K Hold
764
– – ﹤0.01% 1166
2020
Q2 		$19K Hold
764
– – ﹤0.01% 1164
2020
Q1 		$19K Buy
+764
New +$19.7K ﹤0.01% 1052

Other funds holding IBMJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.56B AUM 29.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Flagship Harbor Advisors's IBMJ Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2020, closing a stake of 764 shares — an estimated $19K sold.

Flagship Harbor Advisors first reported a position in IBMJ in Q1 2020 and held it in 3 quarters. The position peaked at $19K in Q3 2020. 123 funds tracked by Wall St. Rank hold IBMJ as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 764 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2020, an estimated $19K.
  • Flagship Harbor Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2020 and held it in 3 quarters.
  • Flagship Harbor Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $19K in Q3 2020.
  • 123 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.