MCM
IBMI

Monument Capital Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Monument Capital Management’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
2018
Q3 		– Sell
-2,225
Closed -$56K – 362
2018
Q2 		$56K Buy
2,225
+20
+0.9% +$506 0.04% 91
2018
Q1 		$55K Hold
2,205
– – 0.04% 85
2017
Q4 		$55K Buy
+2,205
New +$56.3K 0.04% 79

Other funds holding IBMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Monument Capital Management's IBMI Position: Q3 2018 in Review

Monument Capital Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2018, closing a stake of 2,225 shares — an estimated $56K sold.

Monument Capital Management first reported a position in IBMI in Q4 2017 and held it in 3 quarters. The position peaked at $56K in Q2 2018. 91 funds tracked by Wall St. Rank hold IBMI as of Q3 2018.

  • Monument Capital Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Monument Capital Management sold 2,225 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2018, an estimated $56K.
  • Monument Capital Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 3 quarters.
  • Monument Capital Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $56K in Q2 2018.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2018.

Based on Monument Capital Management's 13F filing for Q3 2018, filed 11 Oct 2018.