Boston Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Boston Advisors’s Portfolio IBML Stock Details IBML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$268K	Hold	10,400	–	–	0.01%	532
2019 Q2	$268K	Sell	10,400 -3,832	-27%	-$97.8K	0.01%	585
2019 Q1	$362K	Sell	14,232 -25	-0.2%	-$633	0.02%	517
2018 Q4	$358K	Sell	14,257 -29,136	-67%	-$723K	0.02%	505
2018 Q3	$1.08M	Sell	43,393 -60	-0.1%	-$1.5K	0.05%	365
2018 Q2	$1.08M	Buy	43,453 +1,515	+4%	+$37.7K	0.03%	367
2018 Q1	$1.04M	Sell	41,938 -728	-2%	-$18.2K	0.03%	361
2017 Q4	$1.08M	Buy	42,666 +1,980	+5%	+$50.2K	0.02%	353
2017 Q3	$1.04M	Buy	+40,686	New	+$1.04M	0.02%	357

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Boston Advisors's IBML Position: Q3 2019 in Review

Boston Advisors held its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) position steady in Q3 2019 at 10,400 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #532.

Boston Advisors first reported a position in IBML in Q3 2017 and has held it in 9 quarters since. The position peaked at $1.08M in Q2 2018. 79 funds tracked by Wall St. Rank hold IBML as of Q3 2019.

Boston Advisors held 10,400 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $268K as of Q3 2019.
Boston Advisors left its iShares iBonds Dec 2023 Term Muni Bond ETF share count unchanged in Q3 2019.
iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.01% of Boston Advisors's portfolio in Q3 2019, its #532 holding.
Boston Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2017 and has held it in 9 quarters since.
Boston Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.08M in Q2 2018.
79 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.