ANTB
IBMI

AMG National Trust Bank’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

AMG National Trust Bank’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
-42,975
Closed -$1.09M – 453
2020
Q2 		$1.09M Hold
42,975
– – 0.05% 212
2020
Q1 		$1.09M Hold
42,975
– – 0.08% 113
2019
Q4 		$1.1M Hold
42,975
– – 0.06% 143
2019
Q3 		$1.1M Buy
42,975
+11,579
+37% +$296K 0.06% 134
2019
Q2 		$802K Buy
31,396
+23,538
+300% +$600K 0.05% 157
2019
Q1 		$200K Buy
+7,858
New +$200K 0.01% 237

Other funds holding IBMI

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

AMG National Trust Bank's IBMI Position: Q3 2020 in Review

AMG National Trust Bank sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 42,975 shares — an estimated $1.09M sold.

AMG National Trust Bank first reported a position in IBMI in Q1 2019 and held it in 6 quarters. The position peaked at $1.1M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • AMG National Trust Bank reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • AMG National Trust Bank sold 42,975 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $1.09M.
  • AMG National Trust Bank first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2019 and held it in 6 quarters.
  • AMG National Trust Bank's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $1.1M 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 AMG National Trust Bank's 13F filing for Q3 2020, filed 22 Oct 2020.