Weaver Consulting Group’s iShares iBonds Dec 2021 Term Muni Bond ETF IBMJ Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-4,900	Closed	-$127K	–	1021
2020 Q3	$127K	Hold	4,900	–	–	0.07%	161
2020 Q2	$127K	Hold	4,900	–	–	0.07%	159
2020 Q1	$125K	Hold	4,900	–	–	0.08%	142
2019 Q4	$126K	Hold	4,900	–	–	0.07%	151
2019 Q3	$127K	Hold	4,900	–	–	0.07%	143
2019 Q2	$126K	Hold	4,900	–	–	0.07%	133
2019 Q1	$126K	Buy	+4,900	New	+$125K	0.04%	285

Other funds holding IBMJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Weaver Consulting Group's IBMJ Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2020, closing a stake of 4,900 shares — an estimated $127K sold.

Weaver Consulting Group first reported a position in IBMJ in Q1 2019 and held it in 7 quarters. The position peaked at $127K in Q3 2020. 123 funds tracked by Wall St. Rank hold IBMJ as of Q4 2020.

Weaver Consulting Group reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 4,900 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2020, an estimated $127K.
Weaver Consulting Group first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $127K in Q3 2020.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.