Signature Estate & Investment Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Signature Estate & Investment Advisors’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
2019 Q1	–	Sell	-213,777	Closed	-$5.44M	–	185
2018 Q4	$5.44M	Buy	+213,777	New	+$5.41M	0.48%	43
2018 Q3	–	Sell	-36,124	Closed	-$919K	–	181
2018 Q2	$919K	Buy	36,124 +10,871	+43%	+$275K	0.09%	93
2018 Q1	$641K	Buy	25,253 +2,559	+11%	+$65.1K	0.06%	102
2017 Q4	$577K	Buy	22,694 +11,297	+99%	+$290K	0.06%	108
2017 Q3	$295K	Buy	11,397 +1,543	+16%	+$40K	0.03%	119
2017 Q2	$254K	Buy	9,854 +4,147	+73%	+$107K	0.03%	115
2017 Q1	$146K	Buy	+5,707	New	+$146K	0.02%	154

Other funds holding IBMJ

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Signature Estate & Investment Advisors's IBMJ Position: Q1 2019 in Review

Signature Estate & Investment Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2019, closing a stake of 213,777 shares — an estimated $5.44M sold.

Signature Estate & Investment Advisors first reported a position in IBMJ in Q1 2017 and held it in 7 quarters. The position peaked at $5.44M in Q4 2018. 105 funds tracked by Wall St. Rank hold IBMJ as of Q1 2019.

Signature Estate & Investment Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
Signature Estate & Investment Advisors sold 213,777 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2019, an estimated $5.44M.
Signature Estate & Investment Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2017 and held it in 7 quarters.
Signature Estate & Investment Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $5.44M in Q4 2018.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2019.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2019, filed 1 May 2019.