MML Investors Services
IBMI

MML Investors Services’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

MML Investors 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
2020
Q1 		– Sell
-16,197
Closed -$413K – 1579
2019
Q4 		$413K Buy
16,197
+656
+4% +$16.8K 0.01% 1088
2019
Q3 		$397K Sell
15,541
-7,201
-32% -$184K 0.01% 1045
2019
Q2 		$581K Buy
22,742
+779
+4% +$19.9K 0.01% 954
2019
Q1 		$560K Buy
21,963
+1,854
+9% +$47.2K 0.01% 960
2018
Q4 		$510K Buy
20,109
+7,885
+65% +$199K 0.01% 900
2018
Q3 		$309K Buy
12,224
+201
+2% +$5.1K 0.01% 1258
2018
Q2 		$305K Buy
12,023
+73
+0.6% +$1.85K 0.01% 1076
2018
Q1 		$303K Buy
+11,950
New +$303K 0.01% 1067

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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
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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

MML Investors Services's IBMI Position: Q1 2020 in Review

MML Investors Services sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2020, closing a stake of 16,197 shares — an estimated $413K sold.

MML Investors Services first reported a position in IBMI in Q1 2018 and held it in 8 quarters. The position peaked at $581K in Q2 2019. 117 funds tracked by Wall St. Rank hold IBMI as of Q1 2020.

  • MML Investors Services reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • MML Investors Services sold 16,197 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2020, an estimated $413K.
  • MML Investors Services first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2018 and held it in 8 quarters.
  • MML Investors Services's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $581K in Q2 2019.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2020.

Based on MML Investors Services's 13F filing for Q1 2020, filed 14 May 2020.