VFA
IBMI

Valeo Financial Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Valeo Financial Advisors’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
-4,900
Closed -$125K – 1796
2019
Q3 		$125K Buy
+4,900
New +$125K 0.01% 382

Other funds holding IBMI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
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 $21.8B AUM 28.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valeo Financial Advisors's IBMI Position: Q4 2019 in Review

Valeo Financial Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q4 2019, closing a stake of 4,900 shares — an estimated $125K sold.

Valeo Financial Advisors first reported a position in IBMI in Q3 2019 and held it in 1 quarter. The position peaked at $125K in Q3 2019. 124 funds tracked by Wall St. Rank hold IBMI as of Q4 2019.

  • Valeo Financial Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,900 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2019, an estimated $125K.
  • Valeo Financial Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $125K in Q3 2019.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2019.

Based on Valeo Financial Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.