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Capital One National Association’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Capital One National Association’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$202K Buy
+7,715
New +$202K 0.03% 308

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWS
Peloton Wealth Strategists Indianapolis, Indiana $247M AUM 13.57% 1-Year Est. Return
BPWA
Beacon Pointe Wealth Advisors Newport Beach, California $543M AUM 23.61% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital One National Association's IBMQ Position: Q4 2019 in Review

Capital One National Association opened a new position in iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2019: 7,715 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings.

17 funds tracked by Wall St. Rank hold IBMQ as of Q4 2019.

  • Capital One National Association held 7,715 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $202K as of Q4 2019.
  • iShares iBonds Dec 2028 Term Muni Bond ETF was a new Capital One National Association position in Q4 2019.
  • iShares iBonds Dec 2028 Term Muni Bond ETF made up 0.03% of Capital One National Association's portfolio in Q4 2019, its #308 holding.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.