SEI Investments
IBMI

SEI Investments’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

SEI Investments’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
-525
Closed -$13K – 3877
2018
Q2 		$13K Buy
525
+81
+18% +$2.05K ﹤0.01% 2938
2018
Q1 		$11K Sell
444
-7,830
-95% -$199K ﹤0.01% 2860
2017
Q4 		$210K Buy
8,274
+33
+0.4% +$842 ﹤0.01% 1899
2017
Q3 		$212K Buy
8,241
+7,813
+1,825% +$201K ﹤0.01% 1859
2017
Q2 		$11K Sell
428
-3,072
-88% -$78.8K ﹤0.01% 2577
2017
Q1 		$89K Buy
+3,500
New +$89.2K ﹤0.01% 1978

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

SEI Investments's IBMI Position: Q3 2018 in Review

SEI Investments sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2018, closing a stake of 525 shares — an estimated $13K sold.

SEI Investments first reported a position in IBMI in Q1 2017 and held it in 6 quarters. The position peaked at $212K in Q3 2017. 91 funds tracked by Wall St. Rank hold IBMI as of Q3 2018.

  • SEI Investments reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 525 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2018, an estimated $13K.
  • SEI Investments first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2017 and held it in 6 quarters.
  • SEI Investments's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $212K in Q3 2017.
  • 91 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.