GWAG
IBMI

Garrett Wealth Advisory Group’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-5,830
Closed -$149K – 762
2019
Q3 		$149K Buy
+5,830
New +$149K 0.1% 65

Other funds holding IBMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Garrett Wealth Advisory Group's IBMI Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q4 2019, closing a stake of 5,830 shares — an estimated $149K sold.

Garrett Wealth Advisory Group first reported a position in IBMI in Q3 2019 and held it in 1 quarter. The position peaked at $149K in Q3 2019. 124 funds tracked by Wall St. Rank hold IBMI as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 5,830 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2019, an estimated $149K.
  • Garrett Wealth Advisory Group first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $149K in Q3 2019.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.