RFM
IBMJ

Royal Fund Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Royal Fund Management’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
Q3 		– Sell
-102
Closed -$2K – 551
2017
Q2 		$2K Buy
+102
New +$2.63K ﹤0.01% 394

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GA
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BTS
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VCM
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UCFA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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Royal Fund Management's IBMJ Position: Q3 2017 in Review

Royal Fund Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2017, closing a stake of 102 shares — an estimated $2K sold.

Royal Fund Management first reported a position in IBMJ in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 56 funds tracked by Wall St. Rank hold IBMJ as of Q3 2017.

  • Royal Fund Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 102 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2017, an estimated $2K.
  • Royal Fund Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2017 and held it in 1 quarter.
  • Royal Fund Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $2K in Q2 2017.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2017.

Based on Royal Fund Management's 13F filing for Q3 2017, filed 7 May 2020.