PFGIA
IBMI

Patriot Financial Group Insurance Agency’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Patriot Financial Group Insurance Agency’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
2017
Q1 		– Sell
-1,312
Closed -$33K – 849
2016
Q4 		$33K Buy
+1,312
New +$33.4K 0.05% 281

Other funds holding IBMI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IBMI Position: Q1 2017 in Review

Patriot Financial Group Insurance Agency sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2017, closing a stake of 1,312 shares — an estimated $33K sold.

Patriot Financial Group Insurance Agency first reported a position in IBMI in Q4 2016 and held it in 1 quarter. The position peaked at $33K in Q4 2016. 56 funds tracked by Wall St. Rank hold IBMI as of Q1 2017.

  • Patriot Financial Group Insurance Agency reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,312 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2017, an estimated $33K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2016 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $33K in Q4 2016.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2017, filed 5 May 2017.