CG
IBMK

Colony Group’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Colony Group’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
2018
Q4 		– Sell
-9,361
Closed -$238K – 548
2018
Q3 		$238K Sell
9,361
-960
-9% -$24.5K 0.01% 452
2018
Q2 		$263K Hold
10,321
– – 0.01% 431
2018
Q1 		$263K Sell
10,321
-1,000
-9% -$25.6K 0.01% 423
2017
Q4 		$291K Sell
11,321
-3,910
-26% -$101K 0.02% 397
2017
Q3 		$397K Buy
15,231
+510
+3% +$13.4K 0.03% 320
2017
Q2 		$383K Buy
+14,721
New +$383K 0.03% 315

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

Colony Group's IBMK Position: Q4 2018 in Review

Colony Group sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2018, closing a stake of 9,361 shares — an estimated $238K sold.

Colony Group first reported a position in IBMK in Q2 2017 and held it in 6 quarters. The position peaked at $397K in Q3 2017. 90 funds tracked by Wall St. Rank hold IBMK as of Q4 2018.

  • Colony Group reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Colony Group sold 9,361 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2018, an estimated $238K.
  • Colony Group first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2017 and held it in 6 quarters.
  • Colony Group's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $397K in Q3 2017.
  • 90 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2018.

Based on Colony Group's 13F filing for Q4 2018, filed 15 Feb 2019.