HWMA
IBMJ

Heritage Wealth Management (Arizona)’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Heritage Wealth Management (Arizona)’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
2021
Q2 		– Sell
-11,820
Closed -$304K – 951
2021
Q1 		$304K Buy
+11,820
New +$304K 0.17% 105

Other funds holding IBMJ

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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
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IBMJ Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2021, closing a stake of 11,820 shares — an estimated $304K sold.

Heritage Wealth Management (Arizona) first reported a position in IBMJ in Q1 2021 and held it in 1 quarter. The position peaked at $304K in Q1 2021. 128 funds tracked by Wall St. Rank hold IBMJ as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 11,820 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2021, an estimated $304K.
  • Heritage Wealth Management (Arizona) first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $304K in Q1 2021.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.