TTWM
IBMJ

TCV Trust & Wealth Management’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

TCV Trust & Wealth Management’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
2020
Q2 		– Sell
-10,600
Closed -$270K – 179
2020
Q1 		$270K Sell
10,600
-4,000
-27% -$103K 0.04% 145
2019
Q4 		$376K Sell
14,600
-4,000
-22% -$103K 0.05% 145
2019
Q3 		$480K Sell
18,600
-4,000
-18% -$103K 0.06% 132
2019
Q2 		$583K Sell
22,600
-6,000
-21% -$154K 0.08% 117
2019
Q1 		$733K Sell
28,600
-7,800
-21% -$199K 0.1% 115
2018
Q4 		$926K Sell
36,400
-8,100
-18% -$205K 0.14% 100
2018
Q3 		$1.13M Sell
44,500
-2,150
-5% -$54.6K 0.15% 102
2018
Q2 		$1.19M Buy
46,650
+50
+0.1% +$1.27K 0.17% 91
2018
Q1 		$1.18M Hold
46,600
– – 0.17% 92
2017
Q4 		$1.19M Hold
46,600
– – 0.17% 94
2017
Q3 		$1.21M Sell
46,600
-4,000
-8% -$104K 0.18% 89
2017
Q2 		$1.31M Sell
50,600
-1,250
-2% -$32.3K 0.2% 94
2017
Q1 		$1.33M Sell
51,850
-7,725
-13% -$197K 0.2% 90
2016
Q4 		$1.51M Buy
+59,575
New +$1.52M 0.24% 82

Other funds holding IBMJ

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

TCV Trust & Wealth Management's IBMJ Position: Q2 2020 in Review

TCV Trust & Wealth Management sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q2 2020, closing a stake of 10,600 shares — an estimated $270K sold.

TCV Trust & Wealth Management first reported a position in IBMJ in Q4 2016 and held it in 14 quarters. The position peaked at $1.51M in Q4 2016. 116 funds tracked by Wall St. Rank hold IBMJ as of Q2 2020.

  • TCV Trust & Wealth Management reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 10,600 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q2 2020, an estimated $270K.
  • TCV Trust & Wealth Management first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2016 and held it in 14 quarters.
  • TCV Trust & Wealth Management's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.51M in Q4 2016.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2020.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.