WA
IBMK

WFG Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

WFG Advisors’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
2017
Q2 		$41K Buy
1,562
+1,160
+289% +$30.2K 0.01% 748
2017
Q1 		$10K Sell
402
-955
-70% -$24.5K ﹤0.01% 1090
2016
Q4 		$34K Sell
1,357
-3,810
-74% -$98K 0.01% 813
2016
Q3 		$136K Buy
5,167
+2,760
+115% +$72.9K 0.03% 455
2016
Q2 		$64K Buy
2,407
+7
+0.3% +$184 0.02% 629
2016
Q1 		$63K Buy
+2,400
New +$62.6K 0.02% 603

Other funds holding IBMK

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

WFG Advisors's IBMK Position: Q2 2017 in Review

WFG Advisors increased its iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) stake by 289% in Q2 2017, buying an estimated $30.2K and bringing the position to 1,562 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #748.

WFG Advisors first reported a position in IBMK in Q1 2016 and has held it in 6 quarters since. The position peaked at $136K in Q3 2016. 49 funds tracked by Wall St. Rank hold IBMK as of Q2 2017.

  • WFG Advisors held 1,562 shares of iShares iBonds Dec 2022 Term Muni Bond ETF worth $41K as of Q2 2017.
  • WFG Advisors bought 1,160 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2017, an estimated $30.2K.
  • iShares iBonds Dec 2022 Term Muni Bond ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #748 holding.
  • WFG Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q1 2016 and has held it in 6 quarters since.
  • WFG Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $136K in Q3 2016.
  • 49 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.