GWAG
IBMJ

Garrett Wealth Advisory Group’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Garrett Wealth Advisory Group’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
-5,805
Closed -$150K – 761
2019
Q3 		$150K Buy
+5,805
New +$150K 0.1% 64

Other funds holding IBMJ

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
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

Garrett Wealth Advisory Group's IBMJ Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2019, closing a stake of 5,805 shares — an estimated $150K sold.

Garrett Wealth Advisory Group first reported a position in IBMJ in Q3 2019 and held it in 1 quarter. The position peaked at $150K in Q3 2019. 116 funds tracked by Wall St. Rank hold IBMJ as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 5,805 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2019, an estimated $150K.
  • Garrett Wealth Advisory Group first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $150K 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 Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.