RFM
IBMI

Royal Fund Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Royal Fund 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
2017
Q3 		– Sell
-102
Closed -$2K – 552
2017
Q2 		$2K Buy
+102
New +$2.62K ﹤0.01% 395

Other funds holding IBMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Royal Fund Management's IBMI Position: Q3 2017 in Review

Royal Fund Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2017, closing a stake of 102 shares — an estimated $2K sold.

Royal Fund Management first reported a position in IBMI in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 62 funds tracked by Wall St. Rank hold IBMI as of Q3 2017.

  • Royal Fund Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 102 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2017, an estimated $2K.
  • Royal Fund Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2017 and held it in 1 quarter.
  • Royal Fund Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $2K in Q2 2017.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2017.

Based on Royal Fund Management's 13F filing for Q3 2017, filed 7 May 2020.