AWM
IBMI

Alterna Wealth Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Alterna Wealth Management’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
-14,611
Closed -$372K – 118
2020
Q2 		$372K Sell
14,611
-2,843
-16% -$72.4K 0.44% 55
2020
Q1 		$443K Sell
17,454
-1,520
-8% -$38.8K 0.64% 37
2019
Q4 		$484K Sell
18,974
-4,783
-20% -$122K 0.54% 44
2019
Q3 		$607K Buy
23,757
+7,226
+44% +$185K 0.72% 36
2019
Q2 		$422K Sell
16,531
-2,395
-13% -$61.1K 0.51% 51
2019
Q1 		$483K Buy
18,926
+6,387
+51% +$162K 0.41% 65
2018
Q4 		$318K Buy
+12,539
New +$317K 0.05% 240

Other funds holding IBMI

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

Alterna Wealth Management's IBMI Position: Q3 2020 in Review

Alterna Wealth Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 14,611 shares — an estimated $372K sold.

Alterna Wealth Management first reported a position in IBMI in Q4 2018 and held it in 7 quarters. The position peaked at $607K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Alterna Wealth Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 14,611 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $372K.
  • Alterna Wealth Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 7 quarters.
  • Alterna Wealth Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $607K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Alterna Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.