JSA
IBMI

Jacobson & Schmitt Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Jacobson & Schmitt 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
-8,806
Closed -$222K – 40
2018
Q3 		$222K Buy
8,806
+631
+8% +$16K 0.14% 38
2018
Q2 		$207K Buy
+8,175
New +$207K 0.14% 48

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

Jacobson & Schmitt Advisors's IBMI Position: Q4 2018 in Review

Jacobson & Schmitt Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q4 2018, closing a stake of 8,806 shares — an estimated $222K sold.

Jacobson & Schmitt Advisors first reported a position in IBMI in Q2 2018 and held it in 2 quarters. The position peaked at $222K in Q3 2018. 107 funds tracked by Wall St. Rank hold IBMI as of Q4 2018.

  • Jacobson & Schmitt Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 8,806 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2018, an estimated $222K.
  • Jacobson & Schmitt Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2018 and held it in 2 quarters.
  • Jacobson & Schmitt Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $222K in Q3 2018.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2018.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.