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Retirement Group’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Retirement Group’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,072
Closed -$83K – 704
2021
Q1 		$83K Buy
3,072
+6
+0.2% +$165 0.04% 208
2020
Q4 		$84K Buy
3,066
+12
+0.4% +$328 0.04% 199
2020
Q3 		$83K Buy
3,054
+9
+0.3% +$246 0.05% 195
2020
Q2 		$82K Buy
+3,045
New +$81.1K 0.05% 191

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Group's IBMQ Position: Q2 2021 in Review

Retirement Group sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q2 2021, closing a stake of 3,072 shares — an estimated $83K sold.

Retirement Group first reported a position in IBMQ in Q2 2020 and held it in 4 quarters. The position peaked at $84K in Q4 2020. 34 funds tracked by Wall St. Rank hold IBMQ as of Q2 2021.

  • Retirement Group reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Retirement Group sold 3,072 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q2 2021, an estimated $83K.
  • Retirement Group first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2020 and held it in 4 quarters.
  • Retirement Group's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $84K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.