Great Lakes Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Great Lakes Advisors’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-13,604	Closed	-$347K	–	655
2018 Q2	$347K	Hold	13,604	–	–	0.01%	477
2018 Q1	$347K	Sell	13,604 -105	-0.8%	-$2.69K	0.01%	453
2017 Q4	$352K	Hold	13,709	–	–	0.01%	513
2017 Q3	$357K	Sell	13,709 -290	-2%	-$7.6K	0.01%	504
2017 Q2	$364K	Buy	13,999 +1,340	+11%	+$34.9K	0.01%	492
2017 Q1	$326K	Buy	12,659 +2,725	+27%	+$69.8K	0.01%	496
2016 Q4	$252K	Sell	9,934 -100	-1%	-$2.57K	0.01%	515
2016 Q3	$264K	Buy	+10,034	New	+$265K	0.01%	513

Other funds holding IBMK

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Great Lakes Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2018, closing a stake of 13,604 shares — an estimated $347K sold.

Great Lakes Advisors first reported a position in IBMK in Q3 2016 and held it in 8 quarters. The position peaked at $364K in Q2 2017. 71 funds tracked by Wall St. Rank hold IBMK as of Q3 2018.

Great Lakes Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Great Lakes Advisors sold 13,604 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2018, an estimated $347K.
Great Lakes Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q3 2016 and held it in 8 quarters.
Great Lakes Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $364K in Q2 2017.
71 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2018.

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