Ameriprise
IBMI

Ameriprise’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Ameriprise’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
-53,230
Closed -$1.36M – 3849
2020
Q2 		$1.36M Buy
53,230
+4,214
+9% +$107K ﹤0.01% 2785
2020
Q1 		$1.25M Sell
49,016
-19,126
-28% -$488K ﹤0.01% 2721
2019
Q4 		$1.74M Buy
68,142
+2,408
+4% +$61.5K ﹤0.01% 2798
2019
Q3 		$1.68M Buy
65,734
+2,991
+5% +$76.5K ﹤0.01% 2777
2019
Q2 		$1.6M Sell
62,743
-3,158
-5% -$80.5K ﹤0.01% 2869
2019
Q1 		$1.68M Buy
65,901
+18,080
+38% +$460K ﹤0.01% 2820
2018
Q4 		$1.21M Buy
47,821
+22,346
+88% +$565K ﹤0.01% 2866
2018
Q3 		$643K Sell
25,475
-9,289
-27% -$236K ﹤0.01% 3216
2018
Q2 		$882K Buy
34,764
+157
+0.5% +$3.97K ﹤0.01% 3059
2018
Q1 		$878K Sell
34,607
-252
-0.7% -$6.39K ﹤0.01% 3030
2017
Q4 		$884K Buy
34,859
+5,872
+20% +$150K ﹤0.01% 3033
2017
Q3 		$745K Buy
28,987
+5,103
+21% +$131K ﹤0.01% 3081
2017
Q2 		$611K Sell
23,884
-9,991
-29% -$256K ﹤0.01% 3157
2017
Q1 		$866K Sell
33,875
-186
-0.5% -$4.74K ﹤0.01% 2970
2016
Q4 		$860K Sell
34,061
-371
-1% -$9.45K ﹤0.01% 3031
2016
Q3 		$889K Buy
34,432
+467
+1% +$12.1K ﹤0.01% 2961
2016
Q2 		$882K Buy
33,965
+2,576
+8% +$66.6K ﹤0.01% 2938
2016
Q1 		$808K Buy
31,389
+5,853
+23% +$151K ﹤0.01% 2956
2015
Q4 		$652K Buy
25,536
+709
+3% +$18.1K ﹤0.01% 3143
2015
Q3 		$635K Buy
24,827
+10,324
+71% +$262K ﹤0.01% 3160
2015
Q2 		$366K Buy
+14,503
New +$366K ﹤0.01% 3570

Other funds holding IBMI

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

Ameriprise's IBMI Position: Q3 2020 in Review

Ameriprise sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 53,230 shares — an estimated $1.36M sold.

Ameriprise first reported a position in IBMI in Q2 2015 and held it in 21 quarters. The position peaked at $1.74M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Ameriprise reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Ameriprise sold 53,230 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $1.36M.
  • Ameriprise first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2015 and held it in 21 quarters.
  • Ameriprise's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $1.74M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Ameriprise's 13F filing for Q3 2020, filed 16 Nov 2020.