Valley National Advisers’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Valley National Advisers’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
2020 Q3	–	Sell	-1,016	Closed	-$27K	–	859
2020 Q2	$27K	Buy	1,016 +4	+0.4%	+$105	0.01%	350
2020 Q1	$26K	Buy	1,012 +2	+0.2%	+$52	0.01%	346
2019 Q4	$26K	Buy	1,010 +5	+0.5%	+$131	0.01%	393
2019 Q3	$26K	Buy	1,005 +4	+0.4%	+$105	0.01%	388
2019 Q2	$26K	Buy	+1,001	New	+$26K	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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Valley National Advisers's IBMK Position: Q3 2020 in Review

Valley National Advisers sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2020, closing a stake of 1,016 shares — an estimated $27K sold.

Valley National Advisers first reported a position in IBMK in Q2 2019 and held it in 5 quarters. The position peaked at $27K in Q2 2020. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2020.

Valley National Advisers reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Valley National Advisers sold 1,016 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2020, an estimated $27K.
Valley National Advisers first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2019 and held it in 5 quarters.
Valley National Advisers's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $27K in Q2 2020.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2020.

Based on Valley National Advisers's 13F filing for Q3 2020, filed 13 Nov 2020.