WCG
IBMI

Weaver Consulting Group’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Weaver Consulting Group’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
2020
Q1 		– Sell
-5,000
Closed -$128K – 996
2019
Q4 		$128K Hold
5,000
– – 0.07% 148
2019
Q3 		$128K Hold
5,000
– – 0.07% 141
2019
Q2 		$128K Hold
5,000
– – 0.07% 132
2019
Q1 		$128K Buy
+5,000
New +$127K 0.04% 277

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Weaver Consulting Group's IBMI Position: Q1 2020 in Review

Weaver Consulting Group sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2020, closing a stake of 5,000 shares — an estimated $128K sold.

Weaver Consulting Group first reported a position in IBMI in Q1 2019 and held it in 4 quarters. The position peaked at $128K in Q4 2019. 117 funds tracked by Wall St. Rank hold IBMI as of Q1 2020.

  • Weaver Consulting Group reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 5,000 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2020, an estimated $128K.
  • Weaver Consulting Group first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2019 and held it in 4 quarters.
  • Weaver Consulting Group's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $128K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2020.

Based on Weaver Consulting Group's 13F filing for Q1 2020, filed 28 Apr 2020.