Advisor Group’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Advisor Group’s Portfolio IBMM Stock Details IBMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$206K	Buy	7,836 +3,211	+69%	+$84.8K	﹤0.01%	2374
2019 Q3	$122K	Hold	4,625	–	–	﹤0.01%	2747
2019 Q2	$122K	Buy	4,625 +1,335	+41%	+$34.7K	﹤0.01%	2713
2019 Q1	$85K	Buy	3,290 +1,937	+143%	+$49.8K	﹤0.01%	3002
2018 Q4	$34K	Sell	1,353 -461	-25%	-$11.6K	﹤0.01%	3470
2018 Q3	$45K	Hold	1,814	–	–	﹤0.01%	3387
2018 Q2	$46K	Buy	+1,814	New	+$45.5K	﹤0.01%	3170

Other funds holding IBMM

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

CIM

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

RJFSA

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

Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's IBMM Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) stake by 69% in Q4 2019, buying an estimated $84.8K and bringing the position to 7,836 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Advisor Group first reported a position in IBMM in Q2 2018 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold IBMM as of Q4 2019.

Advisor Group held 7,836 shares of iShares iBonds Dec 2024 Term Muni Bond ETF worth $206K as of Q4 2019.
Advisor Group bought 3,211 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q4 2019, an estimated $84.8K.
iShares iBonds Dec 2024 Term Muni Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2374 holding.
Advisor Group first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q2 2018 and has held it in 7 quarters since.
63 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q4 2019.

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