Strategic Wealth Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Strategic Wealth Partners’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	-4,530	Closed	-$25.3K	–	574
2019 Q3	$25.3K	Hold	4,530	–	–	0.13%	107
2019 Q2	$115K	Buy	4,530 +1,964	+77%	+$50.1K	0.06%	165
2019 Q1	$65K	Buy	2,566 +1,381	+117%	+$35.1K	0.03%	212
2018 Q4	$30K	Hold	1,185	–	–	0.02%	286
2018 Q3	$30K	Hold	1,185	–	–	0.02%	287
2018 Q2	$30K	Buy	1,185 +396	+50%	+$10K	0.02%	317
2018 Q1	$20K	Buy	+789	New	+$20K	0.01%	364

Other funds holding IBMI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $162B AUM 16.35% 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

UCFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners's IBMI Position: Q4 2019 in Review

Strategic Wealth Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q4 2019, closing a stake of 4,530 shares — an estimated $25.3K sold.

Strategic Wealth Partners first reported a position in IBMI in Q1 2018 and held it in 7 quarters. The position peaked at $115K in Q2 2019. 124 funds tracked by Wall St. Rank hold IBMI as of Q4 2019.

Strategic Wealth Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 4,530 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2019, an estimated $25.3K.
Strategic Wealth Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2018 and held it in 7 quarters.
Strategic Wealth Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $115K in Q2 2019.
124 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.