KPW
IBMJ

Kore Private Wealth’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Kore Private Wealth’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
-314
Closed -$8K – 1028
2018
Q4 		$8K Buy
+314
New +$7.94K ﹤0.01% 614

Other funds holding IBMJ

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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

Kore Private Wealth's IBMJ Position: Q1 2019 in Review

Kore Private Wealth sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2019, closing a stake of 314 shares — an estimated $8K sold.

Kore Private Wealth first reported a position in IBMJ in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 105 funds tracked by Wall St. Rank hold IBMJ as of Q1 2019.

  • Kore Private Wealth reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Kore Private Wealth sold 314 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2019, an estimated $8K.
  • Kore Private Wealth first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • Kore Private Wealth's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $8K in Q4 2018.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2019.

Based on Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.