First Allied Advisory Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-19,000	Closed	-$493K	–	1262
2019 Q1	$493K	Hold	19,000	–	–	0.02%	683
2018 Q4	$484K	Buy	+19,000	New	+$476K	0.02%	624

Other funds holding IBMM

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

CIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

REMPR

Roof Eidam Maycock Peralta (REMP) San Francisco, California $436M AUM 15.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

First Allied Advisory Services's IBMM Position: Q2 2019 in Review

First Allied Advisory Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q2 2019, closing a stake of 19,000 shares — an estimated $493K sold.

First Allied Advisory Services first reported a position in IBMM in Q4 2018 and held it in 2 quarters. The position peaked at $493K in Q1 2019. 44 funds tracked by Wall St. Rank hold IBMM as of Q2 2019.

First Allied Advisory Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
First Allied Advisory Services sold 19,000 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q2 2019, an estimated $493K.
First Allied Advisory Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2018 and held it in 2 quarters.
First Allied Advisory Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $493K in Q1 2019.
44 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q2 2019.

Based on First Allied Advisory Services's 13F filing for Q2 2019, filed 12 Aug 2019.