OneDigital Investment Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-7,735	Closed	-$200K	–	740
2020 Q2	$200K	Buy	+7,735	New	+$200K	0.01%	555
2019 Q4	–	Sell	-15,643	Closed	-$403K	–	644
2019 Q3	$403K	Buy	+15,643	New	+$404K	0.04%	319
2019 Q2	–	Sell	-15,643	Closed	-$401K	–	1325
2019 Q1	$401K	Hold	15,643	–	–	0.06%	196
2018 Q4	$398K	Buy	15,643 +9,890	+172%	+$250K	0.07%	186
2018 Q3	$146K	Hold	5,753	–	–	0.03%	227
2018 Q2	$146K	Hold	5,753	–	–	0.03%	280
2018 Q1	$147K	Hold	5,753	–	–	0.03%	276
2017 Q4	$146K	Buy	+5,753	New	+$148K	0.02%	273

Other funds holding IBMJ

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OneDigital Investment Advisors's IBMJ Position: Q3 2020 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2020, closing a stake of 7,735 shares — an estimated $200K sold.

OneDigital Investment Advisors first reported a position in IBMJ in Q4 2017 and held it in 8 quarters. The position peaked at $403K in Q3 2019. 114 funds tracked by Wall St. Rank hold IBMJ as of Q3 2020.

OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 7,735 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2020, an estimated $200K.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2017 and held it in 8 quarters.
OneDigital Investment Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $403K in Q3 2019.
114 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2020.

Based on OneDigital Investment Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.