Homrich & Berg’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Homrich & Berg’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 Q3	$201K	Hold	7,846	–	–	﹤0.01%	460
2021 Q2	$201K	Buy	+7,846	New	+$201K	﹤0.01%	476
2018 Q3	–	Sell	-9,818	Closed	-$250K	–	342
2018 Q2	$250K	Hold	9,818	–	–	0.02%	281
2018 Q1	$249K	Hold	9,818	–	–	0.02%	286
2017 Q4	$250K	Buy	9,818 +30	+0.3%	+$770	0.02%	283
2017 Q3	$253K	Buy	9,788 +30	+0.3%	+$779	0.02%	277
2017 Q2	$252K	Buy	+9,758	New	+$252K	0.02%	245

Other funds holding IBMJ

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIM

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

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

Homrich & Berg's IBMJ Position: Q3 2021 in Review

Homrich & Berg held its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) position steady in Q3 2021 at 7,846 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Homrich & Berg first reported a position in IBMJ in Q2 2017 and has held it in 7 quarters since. The position peaked at $253K in Q3 2017. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

Homrich & Berg held 7,846 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $201K as of Q3 2021.
Homrich & Berg left its iShares iBonds Dec 2021 Term Muni Bond ETF share count unchanged in Q3 2021.
iShares iBonds Dec 2021 Term Muni Bond ETF made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #460 holding.
Homrich & Berg first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2017 and has held it in 7 quarters since.
Homrich & Berg's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $253K in Q3 2017.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.