AEPG
IBMI

American Economic Planning Group’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

American Economic Planning Group’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
2019
Q3 		$279K Sell
10,923
-2,370
-18% -$60.6K 0.08% 71
2019
Q2 		$340K Hold
13,293
– – 0.1% 57
2019
Q1 		$339K Buy
13,293
+5,203
+64% +$132K 0.11% 58
2018
Q4 		$205K Sell
8,090
-2,333
-22% -$59K 0.07% 77
2018
Q3 		$263K Buy
10,423
+25
+0.2% +$634 0.09% 60
2018
Q2 		$264K Buy
+10,398
New +$263K 0.1% 63

Other funds holding IBMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

American Economic Planning Group's IBMI Position: Q3 2019 in Review

American Economic Planning Group reduced its iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) stake by 18% in Q3 2019, selling an estimated $60.6K and leaving 10,923 shares worth $279K. The position accounts for 0.08% of the portfolio, ranked #71.

American Economic Planning Group first reported a position in IBMI in Q2 2018 and has held it in 6 quarters since. The position peaked at $340K in Q2 2019. 116 funds tracked by Wall St. Rank hold IBMI as of Q3 2019.

  • American Economic Planning Group held 10,923 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $279K as of Q3 2019.
  • American Economic Planning Group sold 2,370 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2019, an estimated $60.6K.
  • iShares iBonds Sep 2020 Term Muni Bond ETF made up 0.08% of American Economic Planning Group's portfolio in Q3 2019, its #71 holding.
  • American Economic Planning Group first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2018 and has held it in 6 quarters since.
  • American Economic Planning Group's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $340K in Q2 2019.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.