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IBMJ

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

WealthOne’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
Q1 		– Sell
-480
Closed -$12K – 611
2018
Q4 		$12K Buy
+480
New +$12.1K 0.01% 356

Other funds holding IBMJ

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthOne's IBMJ Position: Q1 2019 in Review

WealthOne sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q1 2019, closing a stake of 480 shares — an estimated $12K sold.

WealthOne first reported a position in IBMJ in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 105 funds tracked by Wall St. Rank hold IBMJ as of Q1 2019.

  • WealthOne reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 480 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q1 2019, an estimated $12K.
  • WealthOne first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $12K in Q4 2018.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.