PAG
IBMJ

Private Advisory Group’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Private Advisory 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
2019
Q2 		– Sell
-15,859
Closed -$404K – 163
2019
Q1 		$404K Hold
15,859
– – 0.23% 82
2018
Q4 		$404K Buy
+15,859
New +$401K 0.23% 82

Other funds holding IBMJ

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Private Advisory Group's IBMJ Position: Q2 2019 in Review

Private Advisory Group sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2019, closing a stake of 15,859 shares — an estimated $404K sold.

Private Advisory Group first reported a position in IBMJ in Q4 2018 and held it in 2 quarters. The position peaked at $404K in Q1 2019. 104 funds tracked by Wall St. Rank hold IBMJ as of Q2 2019.

  • Private Advisory Group reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Private Advisory Group sold 15,859 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2019, an estimated $404K.
  • Private Advisory Group first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 2 quarters.
  • Private Advisory Group's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $404K in Q1 2019.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2019.

Based on Private Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.