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

Greenwich 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
2020 Q1	–	Sell	-9,290	Closed	-$239K	–	68
2019 Q4	$239K	Hold	9,290	–	–	0.23%	53
2019 Q3	$239K	Sell	9,290 -3,200	-26%	-$82.6K	0.25%	49
2019 Q2	$322K	Buy	12,490 +2,000	+19%	+$51.3K	0.31%	48
2019 Q1	$269K	Hold	10,490	–	–	0.29%	50
2018 Q4	$267K	Buy	+10,490	New	+$265K	0.33%	47

Other funds holding IBMJ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Greenwich Investment Management's IBMJ Position: Q1 2020 in Review

Greenwich Investment Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2020, closing a stake of 9,290 shares — an estimated $239K sold.

Greenwich Investment Management first reported a position in IBMJ in Q4 2018 and held it in 5 quarters. The position peaked at $322K in Q2 2019. 119 funds tracked by Wall St. Rank hold IBMJ as of Q1 2020.

Greenwich Investment Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
Greenwich Investment Management sold 9,290 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2020, an estimated $239K.
Greenwich Investment Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 5 quarters.
Greenwich Investment Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $322K in Q2 2019.
119 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2020.

Based on Greenwich Investment Management's 13F filing for Q1 2020, filed 12 May 2020.