BCI
IBMK

Brinker Capital Investments’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Brinker Capital Investments’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 		– Sell
-8,912
Closed -$233K – 984
2019
Q2 		$233K Buy
+8,912
New +$231K 0.01% 364

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

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

Brinker Capital Investments sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2019, closing a stake of 8,912 shares — an estimated $233K sold.

Brinker Capital Investments first reported a position in IBMK in Q2 2019 and held it in 1 quarter. The position peaked at $233K in Q2 2019. 104 funds tracked by Wall St. Rank hold IBMK as of Q3 2019.

  • Brinker Capital Investments reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Brinker Capital Investments sold 8,912 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2019, an estimated $233K.
  • Brinker Capital Investments first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2019 and held it in 1 quarter.
  • Brinker Capital Investments's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $233K in Q2 2019.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2019.

Based on Brinker Capital Investments's 13F filing for Q3 2019, filed 14 Nov 2019.