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LMCG Investments’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

LMCG Investments’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-75,037
Closed -$1.91M – 319
2022
Q1 		$1.91M Buy
+75,037
New +$1.98M 0.11% 181

Other funds holding IBMQ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SPF
Steven Patrick Farmer $6.42B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LMCG Investments's IBMQ Position: Q2 2022 in Review

LMCG Investments sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2022, closing a stake of 75,037 shares — an estimated $1.91M sold.

LMCG Investments first reported a position in IBMQ in Q1 2022 and held it in 1 quarter. The position peaked at $1.91M in Q1 2022. 42 funds tracked by Wall St. Rank hold IBMQ as of Q2 2022.

  • LMCG Investments reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • LMCG Investments sold 75,037 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2022, an estimated $1.91M.
  • LMCG Investments first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • LMCG Investments's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $1.91M in Q1 2022.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2022.

Based on LMCG Investments's 13F filing for Q2 2022, filed 8 Aug 2022.