Managed Account Services’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Managed Account Services’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
2021 Q3	$445K	Hold	17,398	–	–	0.12%	77
2021 Q2	$446K	Hold	17,398	–	–	0.11%	80
2021 Q1	$447K	Hold	17,398	–	–	0.12%	75
2020 Q4	$448K	Hold	17,398	–	–	0.12%	76
2020 Q3	$449K	Hold	17,398	–	–	0.14%	73
2020 Q2	$451K	Hold	17,398	–	–	0.16%	68
2020 Q1	$445K	Hold	17,398	–	–	0.22%	66
2019 Q4	$450K	Hold	17,398	–	–	0.19%	68
2019 Q3	$449K	Hold	17,398	–	–	0.22%	68
2019 Q2	$448K	Sell	17,398 -5,004	-22%	-$128K	0.24%	64
2019 Q1	$573K	Hold	22,402	–	–	0.32%	58
2018 Q4	$571K	Buy	22,402 +3,962	+21%	+$100K	0.35%	55
2018 Q3	$465K	Sell	18,440 -1,964	-10%	-$49.9K	0.3%	57
2018 Q2	$519K	Hold	20,404	–	–	0.34%	53
2018 Q1	$518K	Hold	20,404	–	–	0.34%	55
2017 Q4	$519K	Hold	20,404	–	–	0.34%	55
2017 Q3	$528K	Hold	20,404	–	–	0.36%	47
2017 Q2	$526K	Hold	20,404	–	–	0.37%	45
2017 Q1	$523K	Hold	20,404	–	–	0.39%	45
2016 Q4	$516K	Buy	+20,404	New	+$521K	0.4%	46

Other funds holding IBMJ

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Managed Account Services's IBMJ Position: Q3 2021 in Review

Managed Account Services held its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) position steady in Q3 2021 at 17,398 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #77.

Managed Account Services first reported a position in IBMJ in Q4 2016 and has held it in 20 quarters since. The position peaked at $573K in Q1 2019. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

Managed Account Services held 17,398 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $445K as of Q3 2021.
Managed Account Services left its iShares iBonds Dec 2021 Term Muni Bond ETF share count unchanged in Q3 2021.
iShares iBonds Dec 2021 Term Muni Bond ETF made up 0.12% of Managed Account Services's portfolio in Q3 2021, its #77 holding.
Managed Account Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2016 and has held it in 20 quarters since.
Managed Account Services's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $573K in Q1 2019.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Managed Account Services's 13F filing for Q3 2021, filed 9 Nov 2021.