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

WrapManager Inc’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	-18,939	Closed	-$491K	–	282
2020 Q3	$491K	Sell	18,939 -57	-0.3%	-$1.48K	0.16%	139
2020 Q2	$493K	Buy	18,996 +4,289	+29%	+$111K	0.18%	137
2020 Q1	$375K	Sell	14,707 -5,347	-27%	-$138K	0.17%	136
2019 Q4	$517K	Sell	20,054 -1,312	-6%	-$33.8K	0.16%	136
2019 Q3	$551K	Sell	21,366 -563	-3%	-$14.5K	0.18%	133
2019 Q2	$565K	Sell	21,929 -227	-1%	-$5.83K	0.18%	135
2019 Q1	$569K	Sell	22,156 -1,047	-5%	-$26.8K	0.19%	133
2018 Q4	$590K	Buy	23,203 +1,324	+6%	+$33.5K	0.21%	127
2018 Q3	$554K	Sell	21,879 -18	-0.1%	-$458	0.18%	136
2018 Q2	$557K	Buy	+21,897	New	+$554K	0.19%	143

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

WrapManager Inc's IBMJ Position: Q4 2020 in Review

WrapManager Inc sold out of iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ) in Q4 2020, closing a stake of 18,939 shares — an estimated $491K sold.

WrapManager Inc first reported a position in IBMJ in Q2 2018 and held it in 10 quarters. The position peaked at $590K in Q4 2018. 123 funds tracked by Wall St. Rank hold IBMJ as of Q4 2020.

WrapManager Inc reported no remaining iShares iBonds Dec 2021 Term Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
WrapManager Inc sold 18,939 iShares iBonds Dec 2021 Term Muni Bond ETF shares in Q4 2020, an estimated $491K.
WrapManager Inc first reported a position in iShares iBonds Dec 2021 Term Muni Bond ETF in Q2 2018 and held it in 10 quarters.
WrapManager Inc's iShares iBonds Dec 2021 Term Muni Bond ETF position peaked at $590K in Q4 2018.
123 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Muni Bond ETF as of Q4 2020.

Based on WrapManager Inc's 13F filing for Q4 2020, filed 8 Feb 2021.