SPC
IBMJ

Sigma Planning Corp’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Sigma Planning Corp’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
2021
Q2 		– Sell
-8,118
Closed -$209K – 1526
2021
Q1 		$209K Buy
8,118
+17
+0.2% +$438 0.01% 1192
2020
Q4 		$209K Buy
+8,101
New +$209K 0.01% 1089

Other funds holding IBMJ

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCA
Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Sigma Planning Corp's IBMJ Position: Q2 2021 in Review

Sigma Planning Corp sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2021, closing a stake of 8,118 shares — an estimated $209K sold.

Sigma Planning Corp first reported a position in IBMJ in Q4 2020 and held it in 2 quarters. The position peaked at $209K in Q1 2021. 128 funds tracked by Wall St. Rank hold IBMJ as of Q2 2021.

  • Sigma Planning Corp reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 8,118 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2021, an estimated $209K.
  • Sigma Planning Corp first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2020 and held it in 2 quarters.
  • Sigma Planning Corp's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $209K in Q1 2021.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2021.

Based on Sigma Planning Corp's 13F filing for Q2 2021, filed 13 Aug 2021.