Jaffetilchin Investment Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Jaffetilchin Investment Partners’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 Q3	–	Sell	-9,409	Closed	-$243K	–	279
2019 Q2	$243K	Buy	9,409 +34	+0.4%	+$873	0.06%	219
2019 Q1	$241K	Buy	9,375 +23	+0.2%	+$588	0.05%	248
2018 Q4	$238K	Buy	9,352 +42	+0.5%	+$1.06K	0.06%	215
2018 Q3	$236K	Buy	+9,310	New	+$237K	0.05%	261

Other funds holding IBMJ

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Jaffetilchin Investment Partners's IBMJ Position: Q3 2019 in Review

Jaffetilchin Investment Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2019, closing a stake of 9,409 shares — an estimated $243K sold.

Jaffetilchin Investment Partners first reported a position in IBMJ in Q3 2018 and held it in 4 quarters. The position peaked at $243K in Q2 2019. 105 funds tracked by Wall St. Rank hold IBMJ as of Q3 2019.

Jaffetilchin Investment Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Jaffetilchin Investment Partners sold 9,409 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2019, an estimated $243K.
Jaffetilchin Investment Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2018 and held it in 4 quarters.
Jaffetilchin Investment Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $243K in Q2 2019.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2019, filed 15 Oct 2019.