1IA
IBMI

1834 Investment Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

1834 Investment Advisors’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
Q3 		– Sell
-398
Closed -$10K – 490
2020
Q2 		$10K Sell
398
-8,310
-95% -$212K ﹤0.01% 334
2020
Q1 		$221K Hold
8,708
– – 0.04% 164
2019
Q4 		$222K Hold
8,708
– – 0.03% 187
2019
Q3 		$222K Sell
8,708
-3,025
-26% -$77.3K 0.03% 191
2019
Q2 		$300K Buy
11,733
+330
+3% +$8.41K 0.05% 153
2019
Q1 		$291K Buy
11,403
+940
+9% +$23.9K 0.04% 154
2018
Q4 		$265K Buy
10,463
+630
+6% +$15.9K 0.04% 160
2018
Q3 		$248K Hold
9,833
– – 0.04% 172
2018
Q2 		$250K Buy
9,833
+300
+3% +$7.59K 0.04% 167
2018
Q1 		$242K Hold
9,533
– – 0.04% 166
2017
Q4 		$242K Buy
+9,533
New +$243K 0.04% 160

Other funds holding IBMI

NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

1834 Investment Advisors's IBMI Position: Q3 2020 in Review

1834 Investment Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 398 shares — an estimated $10K sold.

1834 Investment Advisors first reported a position in IBMI in Q4 2017 and held it in 11 quarters. The position peaked at $300K in Q2 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • 1834 Investment Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • 1834 Investment Advisors sold 398 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $10K.
  • 1834 Investment Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 11 quarters.
  • 1834 Investment Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $300K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on 1834 Investment Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.