KA
IBMJ

Klingman & Associates’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-8,571
Closed -$221K – 138
2019
Q3 		$221K Buy
8,571
+300
+4% +$7.75K 0.04% 116
2019
Q2 		$213K Hold
8,271
– – 0.04% 117
2019
Q1 		$212K Buy
+8,271
New +$211K 0.04% 114

Other funds holding IBMJ

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Klingman & Associates's IBMJ Position: Q4 2019 in Review

Klingman & Associates sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2019, closing a stake of 8,571 shares — an estimated $221K sold.

Klingman & Associates first reported a position in IBMJ in Q1 2019 and held it in 3 quarters. The position peaked at $221K in Q3 2019. 116 funds tracked by Wall St. Rank hold IBMJ as of Q4 2019.

  • Klingman & Associates reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Klingman & Associates sold 8,571 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2019, an estimated $221K.
  • Klingman & Associates first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and held it in 3 quarters.
  • Klingman & Associates's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $221K in Q3 2019.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2019.

Based on Klingman & Associates's 13F filing for Q4 2019, filed 29 Jan 2020.