Advisor Group’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Advisor Group’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$313K	Buy	11,951 +4,107	+52%	+$107K	﹤0.01%	2026
2019 Q3	$205K	Hold	7,844	–	–	﹤0.01%	2313
2019 Q2	$205K	Buy	7,844 +3,585	+84%	+$93K	﹤0.01%	2297
2019 Q1	$110K	Buy	4,259 +3,359	+373%	+$86.6K	﹤0.01%	2778
2018 Q4	$23K	Hold	900	–	–	﹤0.01%	3729
2018 Q3	$23K	Hold	900	–	–	﹤0.01%	3804
2018 Q2	$23K	Hold	900	–	–	﹤0.01%	3642
2018 Q1	$23K	Hold	900	–	–	﹤0.01%	3609
2017 Q4	$23K	Hold	900	–	–	﹤0.01%	3640
2017 Q3	$23K	Hold	900	–	–	﹤0.01%	3491
2017 Q2	$23K	Buy	+900	New	+$23.4K	﹤0.01%	3426

Other funds holding IBMK

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

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

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

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

RJFSA

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

UCFA

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Advisor Group's IBMK Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 52% in Q4 2019, buying an estimated $107K and bringing the position to 11,951 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Advisor Group first reported a position in IBMK in Q2 2017 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold IBMK as of Q4 2019.

Advisor Group held 11,951 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $313K as of Q4 2019.
Advisor Group bought 4,107 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2019, an estimated $107K.
iShares iBonds Dec 2022 Term Muni Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2026 holding.
Advisor Group first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2017 and has held it in 11 quarters since.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2019.

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