Financial Advocates Investment Management’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Financial Advocates Investment Management’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
2019 Q4	–	Sell	-9,025	Closed	-$236K	–	541
2019 Q3	$236K	Hold	9,025	–	–	0.03%	430
2019 Q2	$236K	Hold	9,025	–	–	0.03%	413
2019 Q1	$234K	Buy	+9,025	New	+$233K	0.03%	408

Other funds holding IBMK

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Financial Advocates Investment Management's IBMK Position: Q4 2019 in Review

Financial Advocates Investment Management sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2019, closing a stake of 9,025 shares — an estimated $236K sold.

Financial Advocates Investment Management first reported a position in IBMK in Q1 2019 and held it in 3 quarters. The position peaked at $236K in Q3 2019. 121 funds tracked by Wall St. Rank hold IBMK as of Q4 2019.

Financial Advocates Investment Management reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
Financial Advocates Investment Management sold 9,025 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2019, an estimated $236K.
Financial Advocates Investment Management first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2019 and held it in 3 quarters.
Financial Advocates Investment Management's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $236K in Q3 2019.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2019.

Based on Financial Advocates Investment Management's 13F filing for Q4 2019, filed 13 Feb 2020.