BCI
IBML

Brinker Capital Investments’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Brinker Capital Investments’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 		– Sell
-8,686
Closed -$223K – 981
2019
Q2 		$223K Buy
+8,686
New +$222K 0.01% 370

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
US Bancorp
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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Brinker Capital Investments sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2019, closing a stake of 8,686 shares — an estimated $223K sold.

Brinker Capital Investments first reported a position in IBML in Q2 2019 and held it in 1 quarter. The position peaked at $223K in Q2 2019. 79 funds tracked by Wall St. Rank hold IBML as of Q3 2019.

  • Brinker Capital Investments reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Brinker Capital Investments sold 8,686 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2019, an estimated $223K.
  • Brinker Capital Investments first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2019 and held it in 1 quarter.
  • Brinker Capital Investments's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $223K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2019.

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