NFG
IBMJ

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

Next Financial Group’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 		– Sell
-3,307
Closed -$85K – 2876
2021
Q2 		$85K Hold
3,307
– – 0.01% 1190
2021
Q1 		$85K Buy
3,307
+241
+8% +$6.2K 0.01% 1088
2020
Q4 		$79K Buy
+3,066
New +$79.1K 0.01% 1041

Other funds holding IBMJ

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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Next Financial Group's IBMJ Position: Q3 2021 in Review

Next Financial Group sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2021, closing a stake of 3,307 shares — an estimated $85K sold.

Next Financial Group first reported a position in IBMJ in Q4 2020 and held it in 3 quarters. The position peaked at $85K in Q2 2021. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

  • Next Financial Group reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Next Financial Group sold 3,307 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2021, an estimated $85K.
  • Next Financial Group first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2020 and held it in 3 quarters.
  • Next Financial Group's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $85K in Q2 2021.
  • 127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.