Strategic Wealth Partners’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Strategic Wealth Partners’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 Q4	–	Sell	-786	Closed	-$20	–	540
2019 Q3	$20	Hold	786	–	–	﹤0.01%	388
2019 Q2	$20K	Hold	786	–	–	0.01%	344
2019 Q1	$20K	Hold	786	–	–	0.01%	362
2018 Q4	$20K	Hold	786	–	–	0.01%	341
2018 Q3	$20K	Hold	786	–	–	0.01%	339
2018 Q2	$20K	Hold	786	–	–	0.01%	401
2018 Q1	$20K	Buy	+786	New	+$20.1K	0.01%	360

Other funds holding IBMK

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

UCFA

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Strategic Wealth Partners sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q4 2019, closing a stake of 786 shares — an estimated $20 sold.

Strategic Wealth Partners first reported a position in IBMK in Q1 2018 and held it in 7 quarters. The position peaked at $20K in Q2 2019. 121 funds tracked by Wall St. Rank hold IBMK as of Q4 2019.

Strategic Wealth Partners reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 786 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q4 2019, an estimated $20.
Strategic Wealth Partners first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2018 and held it in 7 quarters.
Strategic Wealth Partners's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $20K in Q2 2019.
121 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q4 2019.

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