Advisor Group’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Advisor Group’s Portfolio IBMI Stock Details IBMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$462K	Buy	18,080 +1,151	+7%	+$29.4K	﹤0.01%	1729
2019 Q3	$433K	Buy	16,929 +800	+5%	+$20.5K	﹤0.01%	1730
2019 Q2	$412K	Sell	16,129 -1,917	-11%	-$48.9K	﹤0.01%	1753
2019 Q1	$459K	Buy	18,046 +3,570	+25%	+$90.8K	﹤0.01%	1656
2018 Q4	$367K	Buy	14,476 +4,391	+44%	+$111K	﹤0.01%	1627
2018 Q3	$254K	Buy	10,085 +1,953	+24%	+$49.5K	﹤0.01%	1982
2018 Q2	$206K	Buy	8,132 +1,804	+29%	+$45.6K	﹤0.01%	1952
2018 Q1	$160K	Buy	6,328 +1,651	+35%	+$41.9K	﹤0.01%	2157
2017 Q4	$118K	Buy	4,677 +1,002	+27%	+$25.6K	﹤0.01%	2446
2017 Q3	$95K	Hold	3,675	–	–	﹤0.01%	2455
2017 Q2	$94K	Buy	3,675 +2,490	+210%	+$63.9K	﹤0.01%	2361
2017 Q1	$30K	Buy	+1,185	New	+$30.2K	﹤0.01%	3097

Other funds holding IBMI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisor Group's IBMI Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) stake by 6.8% in Q4 2019, buying an estimated $29.4K and bringing the position to 18,080 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Advisor Group first reported a position in IBMI in Q1 2017 and has held it in 12 quarters since. 124 funds tracked by Wall St. Rank hold IBMI as of Q4 2019.

Advisor Group held 18,080 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $462K as of Q4 2019.
Advisor Group bought 1,151 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2019, an estimated $29.4K.
iShares iBonds Sep 2020 Term Muni Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1729 holding.
Advisor Group first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2017 and has held it in 12 quarters since.
124 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.