Signature Estate & Investment Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Signature Estate & Investment Advisors’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
2019 Q4	–	Sell	-8,680	Closed	-$221K	–	169
2019 Q3	$221K	Buy	8,680 +820	+10%	+$21K	0.01%	144
2019 Q2	$201K	Sell	7,860 -12,588	-62%	-$321K	0.01%	151
2019 Q1	$522K	Buy	20,448 +1,647	+9%	+$41.9K	0.04%	114
2018 Q4	$477K	Buy	+18,801	New	+$475K	0.04%	115
2018 Q3	–	Sell	-209,095	Closed	-$5.31M	–	182
2018 Q2	$5.31M	Sell	209,095 -3,738	-2%	-$94.5K	0.5%	38
2018 Q1	$5.4M	Buy	212,833 +10,577	+5%	+$268K	0.55%	36
2017 Q4	$5.13M	Sell	202,256 -11,321	-5%	-$289K	0.52%	41
2017 Q3	$5.49M	Sell	213,577 -10,466	-5%	-$269K	0.61%	37
2017 Q2	$5.73M	Buy	224,043 +6,388	+3%	+$164K	0.68%	38
2017 Q1	$5.56M	Buy	217,655 +10,277	+5%	+$262K	0.7%	38
2016 Q4	$5.23M	Sell	207,378 -836	-0.4%	-$21.3K	0.73%	39
2016 Q3	$5.37M	Buy	208,214 +31,702	+18%	+$823K	0.79%	39
2016 Q2	$4.58M	Buy	+176,512	New	+$4.56M	0.73%	35

Other funds holding IBMI

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signature Estate & Investment Advisors's IBMI Position: Q4 2019 in Review

Signature Estate & Investment Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q4 2019, closing a stake of 8,680 shares — an estimated $221K sold.

Signature Estate & Investment Advisors first reported a position in IBMI in Q2 2016 and held it in 13 quarters. The position peaked at $5.73M in Q2 2017. 124 funds tracked by Wall St. Rank hold IBMI as of Q4 2019.

Signature Estate & Investment Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
Signature Estate & Investment Advisors sold 8,680 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2019, an estimated $221K.
Signature Estate & Investment Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2016 and held it in 13 quarters.
Signature Estate & Investment Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $5.73M in Q2 2017.
124 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2019.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.