TA
IBML

TCG Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

TCG 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
Q3 		– Sell
-1,140
Closed -$29K – 439
2019
Q2 		$29K Buy
1,140
+563
+98% +$14.4K 0.03% 183
2019
Q1 		$15K Buy
+577
New +$14.6K 0.01% 242

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 $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

TCG Advisors's IBML Position: Q3 2019 in Review

TCG Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2019, closing a stake of 1,140 shares — an estimated $29K sold.

TCG Advisors first reported a position in IBML in Q1 2019 and held it in 2 quarters. The position peaked at $29K in Q2 2019. 79 funds tracked by Wall St. Rank hold IBML as of Q3 2019.

  • TCG Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 1,140 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2019, an estimated $29K.
  • TCG Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $29K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.