HighTower Advisors
IBMI

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

HighTower Advisors’s Portfolio IBMI Stock Details IBMI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-482,867
Closed -$12.3M – 2468
2020
Q2 		$12.3M Sell
482,867
-19,883
-4% -$507K 0.07% 276
2020
Q1 		$12.8M Sell
502,750
-194,682
-28% -$4.94M 0.08% 230
2019
Q4 		$17.8M Buy
697,432
+6,178
+0.9% +$158K 0.11% 210
2019
Q3 		$17.6M Buy
691,254
+14,840
+2% +$379K 0.1% 217
2019
Q2 		$17.3M Sell
676,414
-6
-0% -$153 0.1% 212
2019
Q1 		$17.3M Buy
676,420
+19,133
+3% +$488K 0.12% 187
2018
Q4 		$16.7M Sell
657,287
-20,347
-3% -$516K 0.13% 166
2018
Q3 		$17.1M Buy
677,634
+12,428
+2% +$314K 0.12% 182
2018
Q2 		$16.9M Buy
665,206
+27,103
+4% +$688K 0.13% 175
2018
Q1 		$16.2M Buy
638,103
+56,784
+10% +$1.44M 0.14% 164
2017
Q4 		$14.7M Buy
581,319
+31,786
+6% +$806K 0.12% 182
2017
Q3 		$14.1M Buy
549,533
+52,241
+11% +$1.34M 0.12% 177
2017
Q2 		$12.7M Buy
497,292
+163,297
+49% +$4.18M 0.11% 192
2017
Q1 		$8.53M Buy
333,995
+40,494
+14% +$1.03M 0.08% 263
2016
Q4 		$7.4M Buy
293,501
+9,165
+3% +$231K 0.08% 259
2016
Q3 		$7.34M Buy
284,336
+13,673
+5% +$353K 0.09% 253
2016
Q2 		$7.03M Buy
270,663
+3,106
+1% +$80.7K 0.09% 236
2016
Q1 		$6.89M Sell
267,557
-40,915
-13% -$1.05M 0.02% 258
2015
Q4 		$7.88M Buy
308,472
+30,724
+11% +$784K 0.09% 228
2015
Q3 		$7.1M Buy
277,748
+21,770
+9% +$557K 0.09% 228
2015
Q2 		$6.47M Buy
255,978
+53,113
+26% +$1.34M 0.1% 215
2015
Q1 		$5.15M Buy
202,865
+191,082
+1,622% +$4.85M 0.08% 279
2014
Q4 		$298K Buy
+11,783
New +$298K ﹤0.01% 1232