SPIA
IBMJ

Steward Partners Investment Advisory’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-1,962
Closed -$50K – 3424
2021
Q3 		$50K Sell
1,962
-655
-25% -$16.8K ﹤0.01% 1898
2021
Q2 		$67K Hold
2,617
– – ﹤0.01% 2795
2021
Q1 		$67.3K Hold
2,617
– – ﹤0.01% 1839
2020
Q4 		$67K Hold
2,617
– – ﹤0.01% 1531
2020
Q3 		$68K Hold
2,617
– – ﹤0.01% 1372
2020
Q2 		$68K Hold
2,617
– – ﹤0.01% 1292
2020
Q1 		$66K Buy
2,617
+5
+0.2% +$129 ﹤0.01% 1172
2019
Q4 		$67K Hold
2,612
– – ﹤0.01% 1280
2019
Q3 		$67K Hold
2,612
– – ﹤0.01% 1238
2019
Q2 		$67K Buy
+2,612
New +$67K ﹤0.01% 1226

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Steward Partners Investment Advisory's IBMJ Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 1,962 shares — an estimated $50K sold.

Steward Partners Investment Advisory first reported a position in IBMJ in Q2 2019 and held it in 10 quarters. The position peaked at $68K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,962 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $50K.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2019 and held it in 10 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $68K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.