Advisor Group’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Advisor Group’s Portfolio IBML Stock Details IBML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$286K	Buy	11,068 +4,076	+58%	+$105K	﹤0.01%	2106
2019 Q3	$181K	Sell	6,992 -83	-1%	-$2.15K	﹤0.01%	2396
2019 Q2	$183K	Buy	7,075 +1,374	+24%	+$35.1K	﹤0.01%	2384
2019 Q1	$145K	Buy	5,701 +4,336	+318%	+$110K	﹤0.01%	2553
2018 Q4	$34K	Sell	1,365 -462	-25%	-$11.5K	﹤0.01%	3462
2018 Q3	$45K	Hold	1,827	–	–	﹤0.01%	3383
2018 Q2	$46K	Buy	+1,827	New	+$45.4K	﹤0.01%	3166

Other funds holding IBML

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UCFA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Advisor Group's IBML Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 58% in Q4 2019, buying an estimated $105K and bringing the position to 11,068 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

Advisor Group first reported a position in IBML in Q2 2018 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold IBML as of Q4 2019.

Advisor Group held 11,068 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $286K as of Q4 2019.
Advisor Group bought 4,076 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2019, an estimated $105K.
iShares iBonds Dec 2023 Term Muni Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2106 holding.
Advisor Group first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2018 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2019.

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