BCI
IBMI

Brinker Capital Investments’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Brinker Capital Investments’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 		– Sell
-8,779
Closed -$224K – 1013
2019
Q2 		$224K Buy
+8,779
New +$224K 0.01% 369

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

Brinker Capital Investments's IBMI Position: Q3 2019 in Review

Brinker Capital Investments sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2019, closing a stake of 8,779 shares — an estimated $224K sold.

Brinker Capital Investments first reported a position in IBMI in Q2 2019 and held it in 1 quarter. The position peaked at $224K in Q2 2019. 116 funds tracked by Wall St. Rank hold IBMI as of Q3 2019.

  • Brinker Capital Investments reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Brinker Capital Investments sold 8,779 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2019, an estimated $224K.
  • Brinker Capital Investments first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2019 and held it in 1 quarter.
  • Brinker Capital Investments's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $224K 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 Brinker Capital Investments's 13F filing for Q3 2019, filed 14 Nov 2019.