BWA
IBMI

BDO Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

BDO Wealth 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
2018
Q3 		– Sell
-338
Closed -$9K – 681
2018
Q2 		$9K Hold
338
– – ﹤0.01% 478
2018
Q1 		$9K Buy
+338
New +$8.57K ﹤0.01% 411
2017
Q3 		– Sell
-338
Closed -$9K – 588
2017
Q2 		$9K Buy
+338
New +$8.67K ﹤0.01% 392

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BDO Wealth Advisors's IBMI Position: Q3 2018 in Review

BDO Wealth Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2018, closing a stake of 338 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in IBMI in Q2 2017 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 91 funds tracked by Wall St. Rank hold IBMI as of Q3 2018.

  • BDO Wealth Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 338 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2018, an estimated $9K.
  • BDO Wealth Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2017 and held it in 3 quarters.
  • BDO Wealth Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $9K in Q2 2018.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.