Parallax Volatility Advisers
IBMI

Parallax Volatility Advisers’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Parallax Volatility Advisers’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
2019
Q3 		– Sell
-1
Closed – – 3997
2019
Q2 		$0 Hold
1
– – ﹤0.01% 4280
2019
Q1 		$0 Hold
1
– – ﹤0.01% 4623
2018
Q4 		$0 Hold
1
– – ﹤0.01% 4545
2018
Q3 		$0 Hold
1
– – ﹤0.01% 4134
2018
Q2 		$0 Hold
1
– – ﹤0.01% 3948
2018
Q1 		$0 Hold
1
– – ﹤0.01% 5402
2017
Q4 		$0 Hold
1
– – ﹤0.01% 5437
2017
Q3 		$0 Hold
1
– – ﹤0.01% 3924
2017
Q2 		$0 Hold
1
– – ﹤0.01% 4955
2017
Q1 		$0 Hold
1
– – ﹤0.01% 5289
2016
Q4 		$0 Hold
1
– – ﹤0.01% 4828
2016
Q3 		$0 Hold
1
– – ﹤0.01% 4581
2016
Q2 		$0 Hold
1
– – ﹤0.01% 4221
2016
Q1 		$0 Hold
1
– – ﹤0.01% 4466
2015
Q4 		$0 Hold
1
– – ﹤0.01% 4613
2015
Q3 		$0 Hold
1
– – ﹤0.01% 5200
2015
Q2 		$0 Hold
1
– – ﹤0.01% 5996
2015
Q1 		$0 Hold
1
– – ﹤0.01% 6579
2014
Q4 		$0 Buy
+1
New +$25 ﹤0.01% 6613

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Parallax Volatility Advisers's IBMI Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2019, closing a stake of 1 share.

Parallax Volatility Advisers first reported a position in IBMI in Q4 2014 and held it in 19 quarters. The position peaked at $0 in Q2 2019. 116 funds tracked by Wall St. Rank hold IBMI as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 1 iShares iBonds Sep 2020 Term Muni Bond ETF share in Q3 2019.
  • Parallax Volatility Advisers first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $0 in Q2 2019.
  • 116 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.