AIA
IBMI

Alerus Investment Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Alerus Investment Advisors’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
2016
Q1 		$6K Hold
234
– – ﹤0.01% 160
2015
Q4 		$6K Hold
234
– – ﹤0.01% 168
2015
Q3 		$6K Hold
234
– – ﹤0.01% 159
2015
Q2 		$6K Hold
234
– – ﹤0.01% 167
2015
Q1 		$6K Buy
+234
New +$5.95K ﹤0.01% 151

Other funds holding IBMI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Alerus Investment Advisors's IBMI Position: Q1 2016 in Review

Alerus Investment Advisors held its iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) position steady in Q1 2016 at 234 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Alerus Investment Advisors first reported a position in IBMI in Q1 2015 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold IBMI as of Q1 2016.

  • Alerus Investment Advisors held 234 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $6K as of Q1 2016.
  • Alerus Investment Advisors left its iShares iBonds Sep 2020 Term Muni Bond ETF share count unchanged in Q1 2016.
  • iShares iBonds Sep 2020 Term Muni Bond ETF made up ﹤0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #160 holding.
  • Alerus Investment Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.