Advisory Services Network’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Advisory Services Network’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	-4,067	Closed	-$103K	–	3173
2020 Q1	$103K	Buy	4,067 +82	+2%	+$2.09K	0.01%	1066
2019 Q4	$102K	Buy	3,985 +1,973	+98%	+$50.4K	0.01%	1161
2019 Q3	$51K	Hold	2,012	–	–	﹤0.01%	1360
2019 Q2	$51K	Buy	2,012 +7	+0.3%	+$178	﹤0.01%	1358
2019 Q1	$51K	Buy	2,005 +4	+0.2%	+$102	﹤0.01%	1244
2018 Q4	$51K	Buy	+2,001	New	+$50.6K	﹤0.01%	1142

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

Advisory Services Network's IBMI Position: Q2 2020 in Review

Advisory Services Network sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2020, closing a stake of 4,067 shares — an estimated $103K sold.

Advisory Services Network first reported a position in IBMI in Q4 2018 and held it in 6 quarters. The position peaked at $103K in Q1 2020. 119 funds tracked by Wall St. Rank hold IBMI as of Q2 2020.

Advisory Services Network reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Advisory Services Network sold 4,067 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2020, an estimated $103K.
Advisory Services Network first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 6 quarters.
Advisory Services Network's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $103K in Q1 2020.
119 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2020.

Based on Advisory Services Network's 13F filing for Q2 2020, filed 10 Aug 2020.