SEIA
IBML

Signature Estate & Investment Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Signature Estate & Investment Advisors’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
2019
Q4 		– Sell
-221,088
Closed -$5.7M – 168
2019
Q3 		$5.7M Sell
221,088
-2,095
-0.9% -$54.1K 0.38% 41
2019
Q2 		$5.74M Sell
223,183
-207,885
-48% -$5.3M 0.38% 42
2019
Q1 		$11M Buy
+431,068
New +$10.9M 0.74% 36

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

Signature Estate & Investment Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2019, closing a stake of 221,088 shares — an estimated $5.7M sold.

Signature Estate & Investment Advisors first reported a position in IBML in Q1 2019 and held it in 3 quarters. The position peaked at $11M in Q1 2019. 88 funds tracked by Wall St. Rank hold IBML as of Q4 2019.

  • Signature Estate & Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 221,088 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2019, an estimated $5.7M.
  • Signature Estate & Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2019 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $11M in Q1 2019.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2019.

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