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IBMI

WealthOne’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

WealthOne’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
Q1 		– Sell
-719
Closed -$18K – 614
2018
Q4 		$18K Buy
+719
New +$18.2K 0.02% 304

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

WealthOne's IBMI Position: Q1 2019 in Review

WealthOne sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2019, closing a stake of 719 shares — an estimated $18K sold.

WealthOne first reported a position in IBMI in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 114 funds tracked by Wall St. Rank hold IBMI as of Q1 2019.

  • WealthOne reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 719 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2019, an estimated $18K.
  • WealthOne first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $18K in Q4 2018.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.