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American Portfolios Advisors’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

American Portfolios Advisors’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.13M Buy
+46,684
New +$1.17M 0.05% 403

Other funds holding IBMQ

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Portfolios Advisors's IBMQ Position: Q3 2022 in Review

American Portfolios Advisors opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2022: 46,684 shares worth $1.13M. The stake represents 0.05% of the portfolio and ranks #403 among its holdings.

45 funds tracked by Wall St. Rank hold IBMQ as of Q3 2022.

  • American Portfolios Advisors held 46,684 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $1.13M as of Q3 2022.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new American Portfolios Advisors position in Q3 2022.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.05% of American Portfolios Advisors's portfolio in Q3 2022, its #403 holding.
  • 45 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.