MAA
IBMI

Managed Account Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Managed Account 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
2015
Q2 		$350K Buy
13,877
+9,909
+250% +$250K ﹤0.01% 2379
2015
Q1 		$101K Buy
+3,968
New +$101K ﹤0.01% 2540

Other funds holding IBMI

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Managed Account Advisors's IBMI Position: Q2 2015 in Review

Managed Account Advisors increased its iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) stake by 250% in Q2 2015, buying an estimated $250K and bringing the position to 13,877 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Managed Account Advisors first reported a position in IBMI in Q1 2015 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold IBMI as of Q2 2015.

  • Managed Account Advisors held 13,877 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $350K as of Q2 2015.
  • Managed Account Advisors bought 9,909 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2015, an estimated $250K.
  • iShares iBonds Sep 2020 Term Muni Bond ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2379 holding.
  • Managed Account Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2015 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.