EWM
IBMI

Executive Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-984
Closed -$25K – 935
2019
Q2 		$25K Buy
984
+2
+0.2% +$51 ﹤0.01% 438
2019
Q1 		$25K Hold
982
– – ﹤0.01% 394
2018
Q4 		$25K Buy
+982
New +$24.8K ﹤0.01% 398

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Executive Wealth Management's IBMI Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2019, closing a stake of 984 shares — an estimated $25K sold.

Executive Wealth Management first reported a position in IBMI in Q4 2018 and held it in 3 quarters. The position peaked at $25K in Q2 2019. 116 funds tracked by Wall St. Rank hold IBMI as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 984 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2019, an estimated $25K.
  • Executive Wealth Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $25K in Q2 2019.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.