Managed Account Services’s iShares iBonds Dec 2024 Term Muni Bond ETF IBMM Stock Holding History

Managed Account Services’s Portfolio IBMM Stock Details IBMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,365	Closed	-$249K	–	94
2019 Q4	$249K	Hold	9,365	–	–	0.1%	80
2019 Q3	$247K	Hold	9,365	–	–	0.12%	78
2019 Q2	$245K	Buy	9,365 +1,336	+17%	+$34.8K	0.13%	78
2019 Q1	$207K	Hold	8,029	–	–	0.12%	79
2018 Q4	$205K	Buy	+8,029	New	+$201K	0.13%	75

Other funds holding IBMM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

RJFSA

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

Managed Account Services's IBMM Position: Q1 2020 in Review

Managed Account Services sold out of iShares iBonds Dec 2024 Term Muni Bond ETF (IBMM) in Q1 2020, closing a stake of 9,365 shares — an estimated $249K sold.

Managed Account Services first reported a position in IBMM in Q4 2018 and held it in 5 quarters. The position peaked at $249K in Q4 2019. 68 funds tracked by Wall St. Rank hold IBMM as of Q1 2020.

Managed Account Services reported no remaining iShares iBonds Dec 2024 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
Managed Account Services sold 9,365 iShares iBonds Dec 2024 Term Muni Bond ETF shares in Q1 2020, an estimated $249K.
Managed Account Services first reported a position in iShares iBonds Dec 2024 Term Muni Bond ETF in Q4 2018 and held it in 5 quarters.
Managed Account Services's iShares iBonds Dec 2024 Term Muni Bond ETF position peaked at $249K in Q4 2019.
68 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Muni Bond ETF as of Q1 2020.

Based on Managed Account Services's 13F filing for Q1 2020, filed 16 Apr 2020.