Single Point Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Single Point 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
2021 Q3	–	Sell	-8,162	Closed	-$209K	–	80
2021 Q2	$209K	Buy	8,162 +21	+0.3%	+$539	0.07%	69
2021 Q1	$209K	Sell	8,141 -582	-7%	-$15K	0.08%	76
2020 Q4	$225K	Buy	8,723 +38	+0.4%	+$981	0.1%	68
2020 Q3	$225K	Buy	+8,685	New	+$225K	0.12%	60
2020 Q2	–	Sell	-10,062	Closed	-$257K	–	71
2020 Q1	$257K	Sell	10,062 -626	-6%	-$16.1K	0.18%	56
2019 Q4	$275K	Buy	+10,688	New	+$276K	0.17%	51

Other funds holding IBMJ

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

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

Single Point Partners's IBMJ Position: Q3 2021 in Review

Single Point Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2021, closing a stake of 8,162 shares — an estimated $209K sold.

Single Point Partners first reported a position in IBMJ in Q4 2019 and held it in 6 quarters. The position peaked at $275K in Q4 2019. 127 funds tracked by Wall St. Rank hold IBMJ as of Q3 2021.

Single Point Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
Single Point Partners sold 8,162 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2021, an estimated $209K.
Single Point Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2019 and held it in 6 quarters.
Single Point Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $275K in Q4 2019.
127 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2021.

Based on Single Point Partners's 13F filing for Q3 2021, filed 25 Oct 2021.