BCM
IBMI

Brookstone Capital Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Brookstone Capital Management’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
Q1 		– Sell
-9,600
Closed -$243K – 374
2017
Q4 		$243K Sell
9,600
-508
-5% -$13K 0.02% 287
2017
Q3 		$260K Buy
10,108
+2,153
+27% +$55.4K 0.02% 282
2017
Q2 		$204K Sell
7,955
-50
-0.6% -$1.28K 0.02% 292
2017
Q1 		$205K Buy
+8,005
New +$204K 0.02% 240

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Brookstone Capital Management's IBMI Position: Q1 2018 in Review

Brookstone Capital Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2018, closing a stake of 9,600 shares — an estimated $243K sold.

Brookstone Capital Management first reported a position in IBMI in Q1 2017 and held it in 4 quarters. The position peaked at $260K in Q3 2017. 84 funds tracked by Wall St. Rank hold IBMI as of Q1 2018.

  • Brookstone Capital Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Brookstone Capital Management sold 9,600 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2018, an estimated $243K.
  • Brookstone Capital Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2017 and held it in 4 quarters.
  • Brookstone Capital Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $260K in Q3 2017.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2018.

Based on Brookstone Capital Management's 13F filing for Q1 2018, filed 23 Apr 2018.