MFS
IBMJ

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

MSI Financial 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
2016
Q4 		$40K Buy
1,599
+994
+164% +$25.4K ﹤0.01% 2013
2016
Q3 		$16K Buy
605
+2
+0.3% +$52 ﹤0.01% 2536
2016
Q2 		$16K Buy
603
+2
+0.3% +$52 ﹤0.01% 2493
2016
Q1 		$16K Buy
601
+201
+50% +$5.2K ﹤0.01% 2474
2015
Q4 		$10K Buy
+400
New +$10.2K ﹤0.01% 2739

Other funds holding IBMJ

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

MSI Financial Services's IBMJ Position: Q4 2016 in Review

MSI Financial Services increased its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) stake by 164% in Q4 2016, buying an estimated $25.4K and bringing the position to 1,599 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

MSI Financial Services first reported a position in IBMJ in Q4 2015 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold IBMJ as of Q4 2016.

  • MSI Financial Services held 1,599 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $40K as of Q4 2016.
  • MSI Financial Services bought 994 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2016, an estimated $25.4K.
  • iShares iBonds Dec 2021 Term Muni Bond ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2013 holding.
  • MSI Financial Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2015 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.