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

Patriot Financial Group Insurance Agency’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
2018 Q2	–	Sell	-7,822	Closed	-$198K	–	978
2018 Q1	$198K	Sell	7,822 -727	-9%	-$18.5K	0.15%	138
2017 Q4	$218K	Sell	8,549 -445	-5%	-$11.4K	0.16%	116
2017 Q3	$233K	Hold	8,994	–	–	0.21%	94
2017 Q2	$232K	Buy	8,994 +430	+5%	+$11.1K	0.24%	84
2017 Q1	$219K	Buy	8,564 +842	+11%	+$21.5K	0.23%	82
2016 Q4	$196K	Buy	+7,722	New	+$197K	0.27%	79

Other funds holding IBMJ

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IBMJ Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2018, closing a stake of 7,822 shares — an estimated $198K sold.

Patriot Financial Group Insurance Agency first reported a position in IBMJ in Q4 2016 and held it in 6 quarters. The position peaked at $233K in Q3 2017. 75 funds tracked by Wall St. Rank hold IBMJ as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 7,822 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2018, an estimated $198K.
Patriot Financial Group Insurance Agency first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $233K in Q3 2017.
75 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.