Strategic Wealth Partners’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Strategic Wealth 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
2019 Q4	–	Sell	-788	Closed	-$20	–	572
2019 Q3	$20	Hold	788	–	–	﹤0.01%	389
2019 Q2	$20K	Hold	788	–	–	0.01%	345
2019 Q1	$20K	Hold	788	–	–	0.01%	363
2018 Q4	$20K	Hold	788	–	–	0.01%	343
2018 Q3	$20K	Hold	788	–	–	0.01%	341
2018 Q2	$20K	Hold	788	–	–	0.01%	403
2018 Q1	$20K	Buy	+788	New	+$20K	0.01%	363

Other funds holding IBMJ

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $162B AUM 16.35% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Strategic Wealth Partners's IBMJ Position: Q4 2019 in Review

Strategic Wealth Partners sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2019, closing a stake of 788 shares — an estimated $20 sold.

Strategic Wealth Partners first reported a position in IBMJ in Q1 2018 and held it in 7 quarters. The position peaked at $20K in Q2 2019. 116 funds tracked by Wall St. Rank hold IBMJ as of Q4 2019.

Strategic Wealth Partners reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 788 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2019, an estimated $20.
Strategic Wealth Partners first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2018 and held it in 7 quarters.
Strategic Wealth Partners's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $20K in Q2 2019.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.