SWM
IBMI

Shakespeare Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Shakespeare Wealth 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
2020
Q1 		– Sell
-18,987
Closed -$485K – 76
2019
Q4 		$485K Buy
+18,987
New +$485K 0.26% 47

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Shakespeare Wealth Management's IBMI Position: Q1 2020 in Review

Shakespeare Wealth Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2020, closing a stake of 18,987 shares — an estimated $485K sold.

Shakespeare Wealth Management first reported a position in IBMI in Q4 2019 and held it in 1 quarter. The position peaked at $485K in Q4 2019. 117 funds tracked by Wall St. Rank hold IBMI as of Q1 2020.

  • Shakespeare Wealth Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Shakespeare Wealth Management sold 18,987 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2020, an estimated $485K.
  • Shakespeare Wealth Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Shakespeare Wealth Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $485K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2020.

Based on Shakespeare Wealth Management's 13F filing for Q1 2020, filed 1 Apr 2020.