Prospera Financial Services’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Prospera Financial 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
2017 Q4	–	Sell	-8,000	Closed	-$206K	–	469
2017 Q3	$206K	Hold	8,000	–	–	0.03%	399
2017 Q2	$205K	Hold	8,000	–	–	0.03%	392
2017 Q1	$204K	Hold	8,000	–	–	0.04%	348
2016 Q4	$202K	Hold	8,000	–	–	0.04%	359
2016 Q3	$206K	Hold	8,000	–	–	0.04%	350
2016 Q2	$208K	Hold	8,000	–	–	0.04%	315
2016 Q1	$206K	Hold	8,000	–	–	0.05%	297
2015 Q4	$204K	Hold	8,000	–	–	0.04%	263
2015 Q3	$204K	Buy	+8,000	New	+$203K	0.05%	256

Other funds holding IBMI

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Prospera Financial Services's IBMI Position: Q4 2017 in Review

Prospera Financial Services sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q4 2017, closing a stake of 8,000 shares — an estimated $206K sold.

Prospera Financial Services first reported a position in IBMI in Q3 2015 and held it in 9 quarters. The position peaked at $208K in Q2 2016. 75 funds tracked by Wall St. Rank hold IBMI as of Q4 2017.

Prospera Financial Services reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
Prospera Financial Services sold 8,000 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2017, an estimated $206K.
Prospera Financial Services first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2015 and held it in 9 quarters.
Prospera Financial Services's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $208K in Q2 2016.
75 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2017.

Based on Prospera Financial Services's 13F filing for Q4 2017, filed 24 Jan 2018.