Level Four Advisory Services’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Level Four Advisory Services’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-13,700	Closed	-$350K	–	632
2018 Q2	$350K	Hold	13,700	–	–	0.03%	443
2018 Q1	$349K	Hold	13,700	–	–	0.03%	412
2017 Q4	$352K	Hold	13,700	–	–	0.03%	418
2017 Q3	$357K	Hold	13,700	–	–	0.03%	383
2017 Q2	$353K	Hold	13,700	–	–	0.05%	327
2017 Q1	$353K	Hold	13,700	–	–	0.04%	381
2016 Q4	$347K	Buy	+13,700	New	+$352K	0.04%	342

Other funds holding IBMK

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Level Four Advisory Services's IBMK Position: Q3 2018 in Review

Level Four Advisory Services sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2018, closing a stake of 13,700 shares — an estimated $350K sold.

Level Four Advisory Services first reported a position in IBMK in Q4 2016 and held it in 7 quarters. The position peaked at $357K in Q3 2017. 71 funds tracked by Wall St. Rank hold IBMK as of Q3 2018.

Level Four Advisory Services reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Level Four Advisory Services sold 13,700 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2018, an estimated $350K.
Level Four Advisory Services first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2016 and held it in 7 quarters.
Level Four Advisory Services's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $357K in Q3 2017.
71 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2018.

Based on Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.