HFRG
IBMJ

Houlihan Financial Resource Group’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Houlihan Financial Resource 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
2020
Q3 		$49K Buy
+1,900
New +$49.2K 0.03% 172

Other funds holding IBMJ

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Houlihan Financial Resource Group's IBMJ Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2020: 1,900 shares worth $49K. The stake represents 0.03% of the portfolio and ranks #172 among its holdings.

114 funds tracked by Wall St. Rank hold IBMJ as of Q3 2020.

  • Houlihan Financial Resource Group held 1,900 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $49K as of Q3 2020.
  • iShares iBonds Dec 2021 Term Muni Bond ETF was a new Houlihan Financial Resource Group position in Q3 2020.
  • iShares iBonds Dec 2021 Term Muni Bond ETF made up 0.03% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #172 holding.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.