IWC
IBMJ

Integrated Wealth Concepts’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-34,836
Closed -$891K – 1039
2021
Q3 		$891K Sell
34,836
-116
-0.3% -$2.97K 0.03% 425
2021
Q2 		$896K Sell
34,952
-5,060
-13% -$130K 0.03% 385
2021
Q1 		$1.03M Buy
40,012
+982
+3% +$25.3K 0.04% 288
2020
Q4 		$1.01M Buy
39,030
+6,545
+20% +$169K 0.05% 254
2020
Q3 		$842K Buy
32,485
+1,105
+4% +$28.6K 0.05% 242
2020
Q2 		$814K Buy
31,380
+1,775
+6% +$45.8K 0.06% 202
2020
Q1 		$755K Sell
29,605
-3,526
-11% -$90.8K 0.07% 168
2019
Q4 		$853K Buy
33,131
+979
+3% +$25.2K 0.07% 175
2019
Q3 		$829K Buy
32,152
+13,861
+76% +$358K 0.09% 144
2019
Q2 		$400K Buy
18,291
+6,384
+54% +$164K 0.05% 219
2019
Q1 		$306K Buy
11,907
+2,646
+29% +$67.6K 0.05% 234
2018
Q4 		$236K Buy
9,261
+426
+5% +$10.8K 0.06% 225
2018
Q3 		$223K Buy
8,835
+490
+6% +$12.5K 0.07% 224
2018
Q2 		$211K Hold
8,345
– – 0.07% 207
2018
Q1 		$211K Hold
8,345
– – 0.08% 184
2017
Q4 		$213K Buy
+8,345
New +$214K 0.09% 179

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Integrated Wealth Concepts's IBMJ Position: Q4 2021 in Review

Integrated Wealth Concepts sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 34,836 shares — an estimated $891K sold.

Integrated Wealth Concepts first reported a position in IBMJ in Q4 2017 and held it in 16 quarters. The position peaked at $1.03M in Q1 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Integrated Wealth Concepts reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Integrated Wealth Concepts sold 34,836 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $891K.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2017 and held it in 16 quarters.
  • Integrated Wealth Concepts's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.03M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Integrated Wealth Concepts's 13F filing for Q4 2021, filed 15 Feb 2022.