GLA
IBMI

Great Lakes Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Great Lakes Advisors’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
2018
Q3 		– Sell
-12,740
Closed -$323K – 670
2018
Q2 		$323K Sell
12,740
-775
-6% -$19.6K 0.01% 484
2018
Q1 		$343K Sell
13,515
-100
-0.7% -$2.54K 0.01% 455
2017
Q4 		$345K Sell
13,615
-1,639
-11% -$41.8K 0.01% 516
2017
Q3 		$392K Buy
15,254
+100
+0.7% +$2.57K 0.01% 490
2017
Q2 		$388K Buy
15,154
+3,115
+26% +$79.9K 0.01% 487
2017
Q1 		$308K Buy
12,039
+3,195
+36% +$81.4K 0.01% 507
2016
Q4 		$223K Buy
+8,844
New +$225K 0.01% 535

Other funds holding IBMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Great Lakes Advisors's IBMI Position: Q3 2018 in Review

Great Lakes Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2018, closing a stake of 12,740 shares — an estimated $323K sold.

Great Lakes Advisors first reported a position in IBMI in Q4 2016 and held it in 7 quarters. The position peaked at $392K in Q3 2017. 91 funds tracked by Wall St. Rank hold IBMI as of Q3 2018.

  • Great Lakes Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Great Lakes Advisors sold 12,740 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2018, an estimated $323K.
  • Great Lakes Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2016 and held it in 7 quarters.
  • Great Lakes Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $392K in Q3 2017.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2018.

Based on Great Lakes Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.