LF
IBMJ

LifeSteps Financial’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

LifeSteps Financial’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
2020
Q2 		– Sell
-62,818
Closed -$1.6M – 85
2020
Q1 		$1.6M Buy
62,818
+3,790
+6% +$97.6K 1.84% 18
2019
Q4 		$1.52M Buy
+59,028
New +$1.52M 1.44% 22

Other funds holding IBMJ

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

LifeSteps Financial's IBMJ Position: Q2 2020 in Review

LifeSteps Financial sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2020, closing a stake of 62,818 shares — an estimated $1.6M sold.

LifeSteps Financial first reported a position in IBMJ in Q4 2019 and held it in 2 quarters. The position peaked at $1.6M in Q1 2020. 116 funds tracked by Wall St. Rank hold IBMJ as of Q2 2020.

  • LifeSteps Financial reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • LifeSteps Financial sold 62,818 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2020, an estimated $1.6M.
  • LifeSteps Financial first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • LifeSteps Financial's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.6M in Q1 2020.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2020.

Based on LifeSteps Financial's 13F filing for Q2 2020, filed 5 Aug 2020.