SEIA
IBMK

Signature Estate & Investment Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Signature Estate & Investment Advisors’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
2019
Q1 		– Sell
-38,462
Closed -$985K – 183
2018
Q4 		$985K Buy
+38,462
New +$976K 0.09% 94
2018
Q3 		– Sell
-4,207
Closed -$107K – 176
2018
Q2 		$107K Buy
+4,207
New +$107K 0.01% 155

Other funds holding IBMK

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Signature Estate & Investment Advisors's IBMK Position: Q1 2019 in Review

Signature Estate & Investment Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q1 2019, closing a stake of 38,462 shares — an estimated $985K sold.

Signature Estate & Investment Advisors first reported a position in IBMK in Q2 2018 and held it in 2 quarters. The position peaked at $985K in Q4 2018. 96 funds tracked by Wall St. Rank hold IBMK as of Q1 2019.

  • Signature Estate & Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 38,462 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q1 2019, an estimated $985K.
  • Signature Estate & Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2018 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $985K in Q4 2018.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q1 2019.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2019, filed 1 May 2019.