FFW
IBMJ

Fusion Family Wealth’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Fusion Family Wealth’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
-102
Closed -$3K – 126
2020
Q1 		$3K Sell
102
-830
-89% -$21.4K ﹤0.01% 114
2019
Q4 		$24K Hold
932
– – 0.01% 82
2019
Q3 		$24K Sell
932
-1,371
-60% -$35.4K 0.01% 86
2019
Q2 		$59K Sell
2,303
-12,923
-85% -$332K 0.01% 71
2019
Q1 		$391K Sell
15,226
-4,835
-24% -$124K 0.11% 28
2018
Q4 		$510K Buy
20,061
+2,122
+12% +$53.7K 0.15% 37
2018
Q3 		$454K Buy
17,939
+1,569
+10% +$39.9K 0.12% 36
2018
Q2 		$416K Sell
16,370
-32,910
-67% -$833K 0.12% 42
2018
Q1 		$1.25M Sell
49,280
-3,949
-7% -$100K 0.42% 21
2017
Q4 		$1.35M Sell
53,229
-11,307
-18% -$290K 0.34% 26
2017
Q3 		$1.67M Sell
64,536
-429
-0.7% -$11.1K 0.57% 26
2017
Q2 		$1.68M Buy
64,965
+8,167
+14% +$211K 0.57% 27
2017
Q1 		$1.46M Buy
56,798
+5,205
+10% +$133K 0.55% 26
2016
Q4 		$1.32M Buy
+51,593
New +$1.32M 0.77% 21

Other funds holding IBMJ

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Fusion Family Wealth's IBMJ Position: Q2 2020 in Review

Fusion Family Wealth sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2020, closing a stake of 102 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in IBMJ in Q4 2016 and held it in 14 quarters. The position peaked at $1.68M in Q2 2017. 116 funds tracked by Wall St. Rank hold IBMJ as of Q2 2020.

  • Fusion Family Wealth reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Fusion Family Wealth sold 102 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2020, an estimated $3K.
  • Fusion Family Wealth first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2016 and held it in 14 quarters.
  • Fusion Family Wealth's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.68M in Q2 2017.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2020.

Based on Fusion Family Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.