First Manhattan’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

First Manhattan’s Portfolio IBMI Stock Details IBMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-370	Closed	-$9K	–	1514
2018 Q4	$9K	Hold	370	–	–	﹤0.01%	1187
2018 Q3	$9K	Hold	370	–	–	﹤0.01%	1246
2018 Q2	$9K	Hold	370	–	–	﹤0.01%	1212
2018 Q1	$9K	Hold	370	–	–	﹤0.01%	1215
2017 Q4	$9K	Hold	370	–	–	﹤0.01%	1263
2017 Q3	$9K	Hold	370	–	–	﹤0.01%	1237
2017 Q2	$9K	Hold	370	–	–	﹤0.01%	1197
2017 Q1	$9K	Hold	370	–	–	﹤0.01%	1213
2016 Q4	$9K	Hold	370	–	–	﹤0.01%	1191
2016 Q3	$9K	Hold	370	–	–	﹤0.01%	1212
2016 Q2	$9K	Buy	+370	New	+$9.57K	﹤0.01%	1249

Other funds holding IBMI

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

First Manhattan's IBMI Position: Q1 2019 in Review

First Manhattan sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2019, closing a stake of 370 shares — an estimated $9K sold.

First Manhattan first reported a position in IBMI in Q2 2016 and held it in 11 quarters. The position peaked at $9K in Q4 2018. 114 funds tracked by Wall St. Rank hold IBMI as of Q1 2019.

First Manhattan reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
First Manhattan sold 370 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2019, an estimated $9K.
First Manhattan first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2016 and held it in 11 quarters.
First Manhattan's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $9K in Q4 2018.
114 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2019.

Based on First Manhattan's 13F filing for Q1 2019, filed 12 Apr 2019.