RHP
IBMJ

Royal Harbor Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Royal Harbor Partners’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
-15,613
Closed -$405K – 93
2020
Q2 		$405K Sell
15,613
-3,661
-19% -$94.5K 0.4% 64
2020
Q1 		$492K Buy
19,274
+3,588
+23% +$92.4K 0.57% 53
2019
Q4 		$404K Buy
+15,686
New +$405K 0.39% 44

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 $374B AUM 17.66% 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

Royal Harbor Partners's IBMJ Position: Q3 2020 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2020, closing a stake of 15,613 shares — an estimated $405K sold.

Royal Harbor Partners first reported a position in IBMJ in Q4 2019 and held it in 3 quarters. The position peaked at $492K in Q1 2020. 114 funds tracked by Wall St. Rank hold IBMJ as of Q3 2020.

  • Royal Harbor Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Royal Harbor Partners sold 15,613 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2020, an estimated $405K.
  • Royal Harbor Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • Royal Harbor Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $492K in Q1 2020.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2020.

Based on Royal Harbor Partners's 13F filing for Q3 2020, filed 8 Oct 2020.