IShares IBonds Sep 2019 Muni (
(46429B564)
Funds Reporting Holdings of IShares IBonds Sep 2019 Muni ( according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Phillips Financial Management LLC | 110,819 | $2,818k | Jun 30, 2019 | Aug 6, 2019 | |
Chatham Capital Group Inc | 89,000 | $2,264k | Jun 30, 2019 | Jul 24, 2019 | |
Personal Resources Investment and Strategic Management Inc | 50,290 | $1,279k | Jun 30, 2019 | Aug 6, 2019 | |
Paulson Wealth Management Inc | 37,504 | $954k | Jun 30, 2019 | Jul 30, 2019 | |
Valmark Advisers Inc | 27,760 | $706k | Jun 30, 2019 | Aug 7, 2019 | |
TLWM LLC | 22,494 | $572k | Jun 30, 2019 | Jul 12, 2019 | |
Altium Wealth Management LLC | 18,898 | $481k | Jun 30, 2019 | Jul 18, 2019 | |
Curbstone Financial Management Corporation | 16,000 | $407k | Jun 30, 2019 | Jul 9, 2019 | |
Ausdal Financial Partners Inc | 12,123 | $308k | Jun 30, 2019 | Aug 5, 2019 | |
The Family FIRM Inc | 11,794 | $300k | Jun 30, 2019 | Aug 6, 2019 | |
Vista Private Wealth Partners LLC | 11,208 | $285k | Jun 30, 2019 | Aug 27, 2019 | |
Sigma Investment Counselors Inc | 10,075 | $256k | Jun 30, 2019 | Jul 23, 2019 |