IA
IBMJ

IFP Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

IFP Advisors’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
Q1 		– Sell
-4,130
Closed -$105K – 3982
2018
Q4 		$105K Sell
4,130
-1,953
-32% -$49.4K 0.01% 1168
2018
Q3 		$154K Buy
6,083
+2,225
+58% +$56.6K 0.01% 1228
2018
Q2 		$98K Sell
3,858
-1,985
-34% -$50.3K ﹤0.01% 1499
2018
Q1 		$149K Hold
5,843
– – 0.01% 1139
2017
Q4 		$149K Hold
5,843
– – 0.01% 1145
2017
Q3 		$151K Buy
5,843
+979
+20% +$25.4K 0.01% 1322
2017
Q2 		$125K Hold
4,864
– – 0.01% 1409
2017
Q1 		$125K Buy
4,864
+1,166
+32% +$29.8K 0.01% 1375
2016
Q4 		$93K Hold
3,698
– – ﹤0.01% 1504
2016
Q3 		$96K Buy
3,698
+522
+16% +$13.6K 0.01% 1393
2016
Q2 		$83K Buy
+3,176
New +$82.5K ﹤0.01% 1454

Other funds holding IBMJ

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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 $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IFP Advisors's IBMJ Position: Q1 2019 in Review

IFP Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2019, closing a stake of 4,130 shares — an estimated $105K sold.

IFP Advisors first reported a position in IBMJ in Q2 2016 and held it in 11 quarters. The position peaked at $154K in Q3 2018. 105 funds tracked by Wall St. Rank hold IBMJ as of Q1 2019.

  • IFP Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 4,130 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2019, an estimated $105K.
  • IFP Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2016 and held it in 11 quarters.
  • IFP Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $154K in Q3 2018.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.