Level Four Advisory Services’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Level Four Advisory Services’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 Q4	–	Sell	-9,000	Closed	-$230K	–	581
2019 Q3	$230K	Buy	+9,000	New	+$230K	0.02%	448

Other funds holding IBMI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

UCFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Level Four Advisory Services's IBMI Position: Q4 2019 in Review

Level Four Advisory Services sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q4 2019, closing a stake of 9,000 shares — an estimated $230K sold.

Level Four Advisory Services first reported a position in IBMI in Q3 2019 and held it in 1 quarter. The position peaked at $230K in Q3 2019. 124 funds tracked by Wall St. Rank hold IBMI as of Q4 2019.

Level Four Advisory Services reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
Level Four Advisory Services sold 9,000 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2019, an estimated $230K.
Level Four Advisory Services first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2019 and held it in 1 quarter.
Level Four Advisory Services's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $230K in Q3 2019.
124 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2019.

Based on Level Four Advisory Services's 13F filing for Q4 2019, filed 13 Feb 2020.