American Portfolios Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

American Portfolios 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	-33,395	Closed	-$851K	–	3030
2020 Q2	$851K	Buy	33,395 +2,750	+9%	+$70.1K	0.06%	307
2020 Q1	$777K	Buy	30,645 +975	+3%	+$24.9K	0.06%	268
2019 Q4	$757K	Hold	29,670	–	–	0.05%	322
2019 Q3	$757K	Hold	29,670	–	–	0.06%	299
2019 Q2	$758K	Hold	29,670	–	–	0.06%	291
2019 Q1	$757K	Hold	29,670	–	–	0.07%	264
2018 Q4	$753K	Hold	29,670	–	–	0.09%	212
2018 Q3	$749K	Buy	29,670 +1,965	+7%	+$49.8K	0.09%	231
2018 Q2	$703K	Buy	27,705 +7,000	+34%	+$177K	0.1%	212
2018 Q1	$525K	Hold	20,705	–	–	0.08%	246
2017 Q4	$525K	Buy	+20,705	New	+$528K	0.08%	237

Other funds holding IBMI

NCM

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

American Portfolios Advisors's IBMI Position: Q3 2020 in Review

American Portfolios Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 33,395 shares — an estimated $851K sold.

American Portfolios Advisors first reported a position in IBMI in Q4 2017 and held it in 11 quarters. The position peaked at $851K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

American Portfolios Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
American Portfolios Advisors sold 33,395 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $851K.
American Portfolios Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 11 quarters.
American Portfolios Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $851K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on American Portfolios Advisors's 13F filing for Q3 2020, filed 22 Mar 2023.