SWAG
IBMI

Spectrum Wealth Advisory Group’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Spectrum Wealth Advisory Group’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
Q2 		– Sell
-7,901
Closed -$201K – 38
2019
Q1 		$201K Buy
+7,901
New +$201K 0.31% 32

Other funds holding IBMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spectrum Wealth Advisory Group's IBMI Position: Q2 2019 in Review

Spectrum Wealth Advisory Group sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2019, closing a stake of 7,901 shares — an estimated $201K sold.

Spectrum Wealth Advisory Group first reported a position in IBMI in Q1 2019 and held it in 1 quarter. The position peaked at $201K in Q1 2019. 114 funds tracked by Wall St. Rank hold IBMI as of Q2 2019.

  • Spectrum Wealth Advisory Group reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 7,901 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2019, an estimated $201K.
  • Spectrum Wealth Advisory Group first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2019 and held it in 1 quarter.
  • Spectrum Wealth Advisory Group's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $201K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2019.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2019, filed 7 Aug 2019.