Jaffetilchin Investment Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Jaffetilchin Investment Partners’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
2019 Q3	–	Sell	-9,401	Closed	-$240K	–	280
2019 Q2	$240K	Buy	9,401 +31	+0.3%	+$790	0.06%	222
2019 Q1	$239K	Buy	9,370 +20	+0.2%	+$509	0.05%	252
2018 Q4	$237K	Buy	9,350 +35	+0.4%	+$885	0.06%	218
2018 Q3	$235K	Buy	+9,315	New	+$236K	0.05%	264

Other funds holding IBMI

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

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

Jaffetilchin Investment Partners's IBMI Position: Q3 2019 in Review

Jaffetilchin Investment Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2019, closing a stake of 9,401 shares — an estimated $240K sold.

Jaffetilchin Investment Partners first reported a position in IBMI in Q3 2018 and held it in 4 quarters. The position peaked at $240K in Q2 2019. 116 funds tracked by Wall St. Rank hold IBMI as of Q3 2019.

Jaffetilchin Investment Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Jaffetilchin Investment Partners sold 9,401 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2019, an estimated $240K.
Jaffetilchin Investment Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2018 and held it in 4 quarters.
Jaffetilchin Investment Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $240K in Q2 2019.
116 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2019, filed 15 Oct 2019.