IA
IBMI

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

Independence 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
Q4 		– Sell
-8,250
Closed -$208K – 98
2018
Q3 		$208K Hold
8,250
– – 0.06% 82
2018
Q2 		$209K Hold
8,250
– – 0.07% 75
2018
Q1 		$209K Sell
8,250
-1,700
-17% -$43.1K 0.07% 70
2017
Q4 		$252K Buy
+9,950
New +$254K 0.09% 67

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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

Independence Advisors's IBMI Position: Q4 2018 in Review

Independence Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q4 2018, closing a stake of 8,250 shares — an estimated $208K sold.

Independence Advisors first reported a position in IBMI in Q4 2017 and held it in 4 quarters. The position peaked at $252K in Q4 2017. 107 funds tracked by Wall St. Rank hold IBMI as of Q4 2018.

  • Independence Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Independence Advisors sold 8,250 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2018, an estimated $208K.
  • Independence Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 4 quarters.
  • Independence Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $252K in Q4 2017.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2018.

Based on Independence Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.