TA
IBMJ

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

TCG 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
2019
Q3 		– Sell
-1,129
Closed -$29K – 476
2019
Q2 		$29K Buy
1,129
+559
+98% +$14.3K 0.03% 186
2019
Q1 		$15K Buy
+570
New +$14.6K 0.01% 246

Other funds holding IBMJ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCG Advisors's IBMJ Position: Q3 2019 in Review

TCG Advisors sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2019, closing a stake of 1,129 shares — an estimated $29K sold.

TCG Advisors first reported a position in IBMJ in Q1 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 105 funds tracked by Wall St. Rank hold IBMJ as of Q3 2019.

  • TCG Advisors reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 1,129 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2019, an estimated $29K.
  • TCG Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $29K in Q2 2019.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.