EWA
IBMI

EP Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

EP Wealth Advisors’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
2020
Q2 		– Sell
-84,532
Closed -$2.15M – 114
2020
Q1 		$2.15M Buy
84,532
+28,581
+51% +$729K 0.11% 113
2019
Q4 		$1.43M Buy
+55,951
New +$1.43M 0.06% 154

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EP Wealth Advisors's IBMI Position: Q2 2020 in Review

EP Wealth Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2020, closing a stake of 84,532 shares — an estimated $2.15M sold.

EP Wealth Advisors first reported a position in IBMI in Q4 2019 and held it in 2 quarters. The position peaked at $2.15M in Q1 2020. 119 funds tracked by Wall St. Rank hold IBMI as of Q2 2020.

  • EP Wealth Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • EP Wealth Advisors sold 84,532 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2020, an estimated $2.15M.
  • EP Wealth Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • EP Wealth Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $2.15M in Q1 2020.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2020.

Based on EP Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.