CAG
IBMI

Csenge Advisory Group’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Csenge Advisory Group’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
Q4 		– Sell
-143
Closed -$3K – 1867
2018
Q3 		$3K Buy
+143
New +$3.63K ﹤0.01% 721

Other funds holding IBMI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Csenge Advisory Group's IBMI Position: Q4 2018 in Review

Csenge Advisory Group sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q4 2018, closing a stake of 143 shares — an estimated $3K sold.

Csenge Advisory Group first reported a position in IBMI in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 107 funds tracked by Wall St. Rank hold IBMI as of Q4 2018.

  • Csenge Advisory Group reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 143 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2018, an estimated $3K.
  • Csenge Advisory Group first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2018 and held it in 1 quarter.
  • Csenge Advisory Group's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $3K in Q3 2018.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.