VF
IBMJ

Virtu Financial’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Virtu Financial’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
2018
Q3 		– Sell
-32,166
Closed -$818K – 2602
2018
Q2 		$818K Buy
+32,166
New +$814K 0.05% 513
2018
Q1 		– Sell
-27,838
Closed -$708K – 3117
2017
Q4 		$708K Sell
27,838
-11,247
-29% -$289K 0.04% 615
2017
Q3 		$1.01M Buy
+39,085
New +$1.01M 0.05% 446

Other funds holding IBMJ

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Virtu Financial's IBMJ Position: Q3 2018 in Review

Virtu Financial sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q3 2018, closing a stake of 32,166 shares — an estimated $818K sold.

Virtu Financial first reported a position in IBMJ in Q3 2017 and held it in 3 quarters. The position peaked at $1.01M in Q3 2017. 75 funds tracked by Wall St. Rank hold IBMJ as of Q3 2018.

  • Virtu Financial reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Virtu Financial sold 32,166 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q3 2018, an estimated $818K.
  • Virtu Financial first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2017 and held it in 3 quarters.
  • Virtu Financial's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $1.01M in Q3 2017.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q3 2018.

Based on Virtu Financial's 13F filing for Q3 2018, filed 13 Nov 2018.