SEI Investments
IBML

SEI Investments’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

SEI Investments’s Portfolio IBML Stock Details IBML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-432
Closed -$11K – 3560
2018
Q2 		$11K Hold
432
– – ﹤0.01% 2985
2018
Q1 		$11K Hold
432
– – ﹤0.01% 2851
2017
Q4 		$11K Hold
432
– – ﹤0.01% 2784
2017
Q3 		$11K Buy
+432
New +$11.1K ﹤0.01% 2674

Other funds holding IBML

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 IBML Position: Q3 2018 in Review

SEI Investments sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2018, closing a stake of 432 shares — an estimated $11K sold.

SEI Investments first reported a position in IBML in Q3 2017 and held it in 4 quarters. The position peaked at $11K in Q2 2018. 57 funds tracked by Wall St. Rank hold IBML as of Q3 2018.

  • SEI Investments reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 432 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2018, an estimated $11K.
  • SEI Investments first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2017 and held it in 4 quarters.
  • SEI Investments's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $11K in Q2 2018.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2018.

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