SEI Investments
IBMK

SEI Investments’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

SEI Investments’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-422
Closed -$11K – 3602
2018
Q2 		$11K Hold
422
– – ﹤0.01% 2987
2018
Q1 		$11K Sell
422
-7,737
-95% -$198K ﹤0.01% 2853
2017
Q4 		$209K Hold
8,159
– – ﹤0.01% 1901
2017
Q3 		$213K Buy
8,159
+7,737
+1,833% +$203K ﹤0.01% 1856
2017
Q2 		$11K Buy
+422
New +$11K ﹤0.01% 2570

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SEI Investments's IBMK Position: Q3 2018 in Review

SEI Investments sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2018, closing a stake of 422 shares — an estimated $11K sold.

SEI Investments first reported a position in IBMK in Q2 2017 and held it in 5 quarters. The position peaked at $213K in Q3 2017. 71 funds tracked by Wall St. Rank hold IBMK as of Q3 2018.

  • SEI Investments reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 422 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2018, an estimated $11K.
  • SEI Investments first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2017 and held it in 5 quarters.
  • SEI Investments's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $213K in Q3 2017.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2018.

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