AEPG
IBMK

American Economic Planning Group’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

American Economic Planning Group’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$236K Buy
+9,019
New +$236K 0.06% 80

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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

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

American Economic Planning Group opened a new position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2019: 9,019 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #80 among its holdings.

104 funds tracked by Wall St. Rank hold IBMK as of Q3 2019.

  • American Economic Planning Group held 9,019 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $236K as of Q3 2019.
  • iShares iBonds Dec 2022 Term Muni Bond ETF was a new American Economic Planning Group position in Q3 2019.
  • iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.06% of American Economic Planning Group's portfolio in Q3 2019, its #80 holding.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2019.

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