First Allied Advisory Services’s iShares iBonds Dec 2025 Term Muni Bond ETF IBMN Stock Holding History

First Allied Advisory Services’s Portfolio IBMN Stock Details IBMN 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	-$504K	–	1218
2019 Q1	$504K	Hold	19,000	–	–	0.02%	674
2018 Q4	$491K	Buy	+19,000	New	+$486K	0.02%	619

Other funds holding IBMN

CIM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

CIA

Covington Investment Advisors Ligonier, Pennsylvania $680M AUM 28.91% 1-Year Est. Return

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

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

First Allied Advisory Services sold out of iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) in Q2 2019, closing a stake of 19,000 shares — an estimated $504K sold.

First Allied Advisory Services first reported a position in IBMN in Q4 2018 and held it in 2 quarters. The position peaked at $504K in Q1 2019. 30 funds tracked by Wall St. Rank hold IBMN as of Q2 2019.

First Allied Advisory Services reported no remaining iShares iBonds Dec 2025 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 2025 Term Muni Bond ETF shares in Q2 2019, an estimated $504K.
First Allied Advisory Services first reported a position in iShares iBonds Dec 2025 Term Muni Bond ETF in Q4 2018 and held it in 2 quarters.
First Allied Advisory Services's iShares iBonds Dec 2025 Term Muni Bond ETF position peaked at $504K in Q1 2019.
30 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Muni Bond ETF as of Q2 2019.

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