SEI Investments
IBMJ

SEI Investments’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-425
Closed -$11K – 3871
2018
Q2 		$11K Hold
425
– – ﹤0.01% 2994
2018
Q1 		$11K Sell
425
-7,767
-95% -$198K ﹤0.01% 2858
2017
Q4 		$208K Hold
8,192
– – ﹤0.01% 1902
2017
Q3 		$212K Buy
8,192
+7,767
+1,828% +$202K ﹤0.01% 1858
2017
Q2 		$11K Sell
425
-3,075
-88% -$79.4K ﹤0.01% 2576
2017
Q1 		$90K Buy
+3,500
New +$89.4K ﹤0.01% 1974

Other funds holding IBMJ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SEI Investments's IBMJ Position: Q3 2018 in Review

SEI Investments sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2018, closing a stake of 425 shares — an estimated $11K sold.

SEI Investments first reported a position in IBMJ in Q1 2017 and held it in 6 quarters. The position peaked at $212K in Q3 2017. 75 funds tracked by Wall St. Rank hold IBMJ as of Q3 2018.

  • SEI Investments reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 425 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2018, an estimated $11K.
  • SEI Investments first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2017 and held it in 6 quarters.
  • SEI Investments's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $212K in Q3 2017.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.