Advisornet Financial’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Advisornet Financial’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
2020 Q2	–	Sell	-660	Closed	-$17K	–	2027
2020 Q1	$17K	Sell	660 -225	-25%	-$5.74K	﹤0.01%	1119
2019 Q4	$23K	Sell	885 -580	-40%	-$14.8K	﹤0.01%	1158
2019 Q3	$37K	Hold	1,465	–	–	﹤0.01%	1015
2019 Q2	$37K	Hold	1,465	–	–	﹤0.01%	903
2019 Q1	$37K	Buy	1,465 +225	+18%	+$5.72K	﹤0.01%	823
2018 Q4	$31K	Hold	1,240	–	–	﹤0.01%	810
2018 Q3	$31K	Sell	1,240 -270	-18%	-$6.85K	﹤0.01%	846
2018 Q2	$38K	Hold	1,510	–	–	0.01%	787
2018 Q1	$38K	Hold	1,510	–	–	0.01%	770
2017 Q4	$38K	Buy	+1,510	New	+$38.5K	0.01%	717

Other funds holding IBMI

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

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

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 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

Advisornet Financial's IBMI Position: Q2 2020 in Review

Advisornet Financial sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2020, closing a stake of 660 shares — an estimated $17K sold.

Advisornet Financial first reported a position in IBMI in Q4 2017 and held it in 10 quarters. The position peaked at $38K in Q2 2018. 119 funds tracked by Wall St. Rank hold IBMI as of Q2 2020.

Advisornet Financial reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Advisornet Financial sold 660 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2020, an estimated $17K.
Advisornet Financial first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 10 quarters.
Advisornet Financial's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $38K in Q2 2018.
119 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2020.

Based on Advisornet Financial's 13F filing for Q2 2020, filed 26 Aug 2020.