PIMG
IBMJ

Patriot Investment Management Group’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Patriot Investment Management 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
2020
Q3 		– Sell
-1,945
Closed -$50.5K – 714
2020
Q2 		$50.5K Buy
+1,945
New +$50.2K 0.01% 331

Other funds holding IBMJ

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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
GA
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

Patriot Investment Management Group's IBMJ Position: Q3 2020 in Review

Patriot Investment Management Group sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2020, closing a stake of 1,945 shares — an estimated $50.5K sold.

Patriot Investment Management Group first reported a position in IBMJ in Q2 2020 and held it in 1 quarter. The position peaked at $50.5K in Q2 2020. 114 funds tracked by Wall St. Rank hold IBMJ as of Q3 2020.

  • Patriot Investment Management Group reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 1,945 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2020, an estimated $50.5K.
  • Patriot Investment Management Group first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $50.5K in Q2 2020.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.