VKH
IBMJ

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

Virtu KCG Holdings’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
2017
Q1 		– Sell
-31,869
Closed -$806K – 4199
2016
Q4 		$806K Buy
+31,869
New +$814K 0.02% 970
2016
Q2 		– Sell
-10,437
Closed -$270K – 3689
2016
Q1 		$270K Buy
10,437
+397
+4% +$10.3K 0.01% 1810
2015
Q4 		$257K Sell
10,040
-955
-9% -$24.3K ﹤0.01% 2358
2015
Q3 		$279K Buy
+10,995
New +$277K ﹤0.01% 2166

Other funds holding IBMJ

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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Virtu KCG Holdings's IBMJ Position: Q1 2017 in Review

Virtu KCG Holdings sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2017, closing a stake of 31,869 shares — an estimated $806K sold.

Virtu KCG Holdings first reported a position in IBMJ in Q3 2015 and held it in 4 quarters. The position peaked at $806K in Q4 2016. 46 funds tracked by Wall St. Rank hold IBMJ as of Q1 2017.

  • Virtu KCG Holdings reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Virtu KCG Holdings sold 31,869 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2017, an estimated $806K.
  • Virtu KCG Holdings first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q3 2015 and held it in 4 quarters.
  • Virtu KCG Holdings's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $806K in Q4 2016.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2017.

Based on Virtu KCG Holdings's 13F filing for Q1 2017, filed 12 May 2017.