LF
IBMI

LifeSteps Financial’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

LifeSteps Financial’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
Q2 		– Sell
-70,472
Closed -$1.79M – 86
2020
Q1 		$1.79M Buy
70,472
+2,890
+4% +$73.7K 2.06% 15
2019
Q4 		$1.73M Buy
+67,582
New +$1.73M 1.63% 18

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GA
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LifeSteps Financial's IBMI Position: Q2 2020 in Review

LifeSteps Financial sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2020, closing a stake of 70,472 shares — an estimated $1.79M sold.

LifeSteps Financial first reported a position in IBMI in Q4 2019 and held it in 2 quarters. The position peaked at $1.79M in Q1 2020. 119 funds tracked by Wall St. Rank hold IBMI as of Q2 2020.

  • LifeSteps Financial reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • LifeSteps Financial sold 70,472 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2020, an estimated $1.79M.
  • LifeSteps Financial first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • LifeSteps Financial's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $1.79M in Q1 2020.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2020.

Based on LifeSteps Financial's 13F filing for Q2 2020, filed 5 Aug 2020.