SCA
IBMJ

Stonebridge Capital Advisors’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Stonebridge Capital 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
2021
Q4 		– Sell
-205,340
Closed -$5.25M – 1090
2021
Q3 		$5.25M Sell
205,340
-224,751
-52% -$5.75M 0.64% 57
2021
Q2 		$11M Buy
430,091
+213,661
+99% +$5.48M 0.7% 54
2021
Q1 		$5.57M Sell
216,430
-28,715
-12% -$739K 0.74% 53
2020
Q4 		$6.32M Buy
245,145
+18,873
+8% +$487K 0.96% 41
2020
Q3 		$5.86M Buy
226,272
+34,583
+18% +$896K 1.05% 38
2020
Q2 		$4.97M Buy
191,689
+14,904
+8% +$385K 0.92% 44
2020
Q1 		$4.51M Buy
176,785
+67,272
+61% +$1.73M 0.95% 41
2019
Q4 		$2.82M Buy
109,513
+8,715
+9% +$225K 0.46% 68
2019
Q3 		$2.6M Buy
100,798
+16,073
+19% +$415K 0.45% 69
2019
Q2 		$2.18M Buy
84,725
+6,644
+9% +$171K 0.39% 72
2019
Q1 		$2M Buy
+78,081
New +$2M 0.37% 77

Other funds holding IBMJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Stonebridge Capital Advisors's IBMJ Position: Q4 2021 in Review

Stonebridge Capital Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2021, closing a stake of 205,340 shares — an estimated $5.25M sold.

Stonebridge Capital Advisors first reported a position in IBMJ in Q1 2019 and held it in 11 quarters. The position peaked at $11M in Q2 2021. 1 fund tracked by Wall St. Rank holds IBMJ as of Q4 2021.

  • Stonebridge Capital Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 205,340 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2021, an estimated $5.25M.
  • Stonebridge Capital Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and held it in 11 quarters.
  • Stonebridge Capital Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $11M in Q2 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2021.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.