SFS
IBMF

Sowell Financial Services’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Sowell Financial Services’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-832
Closed -$23K – 644
2016
Q4 		$23K Buy
+832
New +$22.7K 0.01% 411

Other funds holding IBMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $21.3B AUM 22.13% 1-Year Est. Return

Sowell Financial Services's IBMF Position: Q1 2017 in Review

Sowell Financial Services sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q1 2017, closing a stake of 832 shares — an estimated $23K sold.

Sowell Financial Services first reported a position in IBMF in Q4 2016 and held it in 1 quarter. The position peaked at $23K in Q4 2016. 59 funds tracked by Wall St. Rank hold IBMF as of Q1 2017.

  • Sowell Financial Services reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 832 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q1 2017, an estimated $23K.
  • Sowell Financial Services first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $23K in Q4 2016.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.