Stonebridge Financial Planning Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Stonebridge Financial Planning Group’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,200	Closed	-$78K	–	230
2021 Q4	$78K	Hold	1,200	–	–	0.04%	183
2021 Q3	$86K	Hold	1,200	–	–	0.04%	180
2021 Q2	$81K	Hold	1,200	–	–	0.04%	177
2021 Q1	$77K	Sell	1,200 -400	-25%	-$24.4K	0.05%	182
2020 Q4	$94K	Hold	1,600	–	–	0.06%	154
2020 Q3	$84K	Sell	1,600 -400	-20%	-$19.8K	0.06%	144
2020 Q2	$93K	Hold	2,000	–	–	0.08%	136
2020 Q1	$82K	Sell	2,000 -144	-7%	-$6.98K	0.08%	135
2019 Q4	$112K	Buy	+2,144	New	+$109K	0.1%	122

Other funds holding IMCB

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RJFSA

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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Stonebridge Financial Planning Group's IMCB Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2022, closing a stake of 1,200 shares — an estimated $78K sold.

Stonebridge Financial Planning Group first reported a position in IMCB in Q4 2019 and held it in 9 quarters. The position peaked at $112K in Q4 2019. 148 funds tracked by Wall St. Rank hold IMCB as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 1,200 iShares Morningstar Mid-Cap ETF shares in Q1 2022, an estimated $78K.
Stonebridge Financial Planning Group first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares Morningstar Mid-Cap ETF position peaked at $112K in Q4 2019.
148 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.