Prospera Financial Services’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Prospera Financial Services’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
2017 Q4	–	Sell	-8,000	Closed	-$207K	–	468
2017 Q3	$207K	Hold	8,000	–	–	0.03%	397
2017 Q2	$206K	Hold	8,000	–	–	0.03%	389
2017 Q1	$205K	Hold	8,000	–	–	0.04%	346
2016 Q4	$202K	Hold	8,000	–	–	0.04%	358
2016 Q3	$208K	Hold	8,000	–	–	0.04%	343
2016 Q2	$209K	Hold	8,000	–	–	0.04%	313
2016 Q1	$207K	Hold	8,000	–	–	0.05%	295
2015 Q4	$204K	Hold	8,000	–	–	0.04%	262
2015 Q3	$203K	Buy	+8,000	New	+$201K	0.05%	257

Other funds holding IBMJ

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIM

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

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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

Prospera Financial Services's IBMJ Position: Q4 2017 in Review

Prospera Financial Services sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2017, closing a stake of 8,000 shares — an estimated $207K sold.

Prospera Financial Services first reported a position in IBMJ in Q3 2015 and held it in 9 quarters. The position peaked at $209K in Q2 2016. 68 funds tracked by Wall St. Rank hold IBMJ as of Q4 2017.

Prospera Financial Services reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
Prospera Financial Services sold 8,000 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2017, an estimated $207K.
Prospera Financial Services first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2015 and held it in 9 quarters.
Prospera Financial Services's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $209K in Q2 2016.
68 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2017.

Based on Prospera Financial Services's 13F filing for Q4 2017, filed 24 Jan 2018.