FIMG
IBMK

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

Financial & Investment Management Group’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
2018
Q4 		$510K Buy
+19,911
New +$505K 0.19% 80

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
FFW
Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

Financial & Investment Management Group's IBMK Position: Q4 2018 in Review

Financial & Investment Management Group opened a new position in iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2018: 19,911 shares worth $510K. The stake represents 0.19% of the portfolio and ranks #80 among its holdings.

90 funds tracked by Wall St. Rank hold IBMK as of Q4 2018.

  • Financial & Investment Management Group held 19,911 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $510K as of Q4 2018.
  • iShares iBonds Dec 2022 Term Muni Bond ETF was a new Financial & Investment Management Group position in Q4 2018.
  • iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.19% of Financial & Investment Management Group's portfolio in Q4 2018, its #80 holding.
  • 90 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.