AWM
IBMI

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

Altium 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
-39,155
Closed -$998K – 352
2020
Q2 		$998K Buy
39,155
+450
+1% +$11.5K 0.11% 93
2020
Q1 		$982K Buy
38,705
+1,431
+4% +$36.5K 0.13% 83
2019
Q4 		$951K Sell
37,274
-5,260
-12% -$134K 0.11% 100
2019
Q3 		$1.09M Buy
42,534
+10,534
+33% +$269K 0.15% 85
2019
Q2 		$818K Sell
32,000
-1,000
-3% -$25.5K 0.12% 109
2019
Q1 		$842K Buy
33,000
+11,497
+53% +$292K 0.13% 98
2018
Q4 		$546K Sell
21,503
-5,373
-20% -$136K 0.1% 137
2018
Q3 		$679K Buy
26,876
+8,901
+50% +$226K 0.13% 123
2018
Q2 		$456K Sell
17,975
-2,064
-10% -$52.2K 0.12% 129
2018
Q1 		$508K Sell
20,039
-3,175
-14% -$80.6K 0.2% 83
2017
Q4 		$589K Buy
+23,214
New +$592K 0.27% 71

Other funds holding IBMI

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

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

Altium Wealth Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 39,155 shares — an estimated $998K sold.

Altium Wealth Management first reported a position in IBMI in Q4 2017 and held it in 11 quarters. The position peaked at $1.09M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Altium Wealth Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Altium Wealth Management sold 39,155 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $998K.
  • Altium Wealth Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 11 quarters.
  • Altium Wealth Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $1.09M 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 Altium Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.