WA
IBMJ

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

WFG Advisors’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
Q2 		$5K Buy
201
+1
+0.5% +$26 ﹤0.01% 1313
2017
Q1 		$5K Buy
+200
New +$5.11K ﹤0.01% 1239

Other funds holding IBMJ

UBS Group
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

WFG Advisors's IBMJ Position: Q2 2017 in Review

WFG Advisors increased its iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) stake by 0.5% in Q2 2017, buying an estimated $26 and bringing the position to 201 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

WFG Advisors first reported a position in IBMJ in Q1 2017 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold IBMJ as of Q2 2017.

  • WFG Advisors held 201 shares of iShares iBonds Dec 2021 Term Muni Bond ETF worth $5K as of Q2 2017.
  • WFG Advisors bought 1 iShares iBonds Dec 2021 Term Muni Bond ETF share in Q2 2017, an estimated $26.
  • iShares iBonds Dec 2021 Term Muni Bond ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1313 holding.
  • WFG Advisors first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q1 2017 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.