First Allied Advisory Services’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

First Allied Advisory Services’s Portfolio IBML Stock Details IBML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-4,030	Closed	-$104K	–	1646
2019 Q3	$104K	Buy	+4,030	New	+$104K	﹤0.01%	1229
2018 Q1	–	Sell	-3,500	Closed	-$88K	–	1521
2017 Q4	$88K	Buy	+3,500	New	+$88.7K	﹤0.01%	1224

Other funds holding IBML

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

First Allied Advisory Services's IBML Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2019, closing a stake of 4,030 shares — an estimated $104K sold.

First Allied Advisory Services first reported a position in IBML in Q4 2017 and held it in 2 quarters. The position peaked at $104K in Q3 2019. 88 funds tracked by Wall St. Rank hold IBML as of Q4 2019.

First Allied Advisory Services reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 4,030 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2019, an estimated $104K.
First Allied Advisory Services first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $104K in Q3 2019.
88 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.