IAA
IBMI

Independent Advisor Alliance’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-14,544
Closed -$371K – 946
2019
Q4 		$371K Buy
+14,544
New +$371K 0.02% 619

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Independent Advisor Alliance's IBMI Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2020, closing a stake of 14,544 shares — an estimated $371K sold.

Independent Advisor Alliance first reported a position in IBMI in Q4 2019 and held it in 1 quarter. The position peaked at $371K in Q4 2019. 117 funds tracked by Wall St. Rank hold IBMI as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,544 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2020, an estimated $371K.
  • Independent Advisor Alliance first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $371K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.