FAIM
IBMI

Financial Advocates Investment Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Financial Advocates Investment 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
2020
Q2 		– Sell
-9,091
Closed -$231K – 646
2020
Q1 		$231K Buy
+9,091
New +$232K 0.03% 408
2019
Q4 		– Sell
-9,078
Closed -$232K – 546
2019
Q3 		$232K Buy
9,078
+150
+2% +$3.83K 0.03% 434
2019
Q2 		$228K Buy
8,928
+250
+3% +$6.37K 0.03% 422
2019
Q1 		$221K Buy
+8,678
New +$221K 0.03% 418

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $103B AUM 28.65% 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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

Financial Advocates Investment Management's IBMI Position: Q2 2020 in Review

Financial Advocates Investment Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2020, closing a stake of 9,091 shares — an estimated $231K sold.

Financial Advocates Investment Management first reported a position in IBMI in Q1 2019 and held it in 4 quarters. The position peaked at $232K in Q3 2019. 119 funds tracked by Wall St. Rank hold IBMI as of Q2 2020.

  • Financial Advocates Investment Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,091 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2020, an estimated $231K.
  • Financial Advocates Investment Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2019 and held it in 4 quarters.
  • Financial Advocates Investment Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $232K in Q3 2019.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2020.

Based on Financial Advocates Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.