VCM
IBML

Vivaldi Capital Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Vivaldi Capital Management’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
Q2 		– Sell
-13,114
Closed -$334K – 248
2019
Q1 		$334K Sell
13,114
-2,633
-17% -$66.6K 0.09% 167
2018
Q4 		$395K Buy
+15,747
New +$391K 0.17% 110

Other funds holding IBML

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
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

Vivaldi Capital Management's IBML Position: Q2 2019 in Review

Vivaldi Capital Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2019, closing a stake of 13,114 shares — an estimated $334K sold.

Vivaldi Capital Management first reported a position in IBML in Q4 2018 and held it in 2 quarters. The position peaked at $395K in Q4 2018. 72 funds tracked by Wall St. Rank hold IBML as of Q2 2019.

  • Vivaldi Capital Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Vivaldi Capital Management sold 13,114 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2019, an estimated $334K.
  • Vivaldi Capital Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 2 quarters.
  • Vivaldi Capital Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $395K in Q4 2018.
  • 72 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2019.

Based on Vivaldi Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.