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Andesa Financial Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Andesa Financial Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,130
Closed -$275K – 139
2020
Q2 		$275K Buy
+10,130
New +$270K 0.24% 85

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Andesa Financial Management's IBMQ Position: Q3 2020 in Review

Andesa Financial Management sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2020, closing a stake of 10,130 shares — an estimated $275K sold.

Andesa Financial Management first reported a position in IBMQ in Q2 2020 and held it in 1 quarter. The position peaked at $275K in Q2 2020. 26 funds tracked by Wall St. Rank hold IBMQ as of Q3 2020.

  • Andesa Financial Management reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Andesa Financial Management sold 10,130 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2020, an estimated $275K.
  • Andesa Financial Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • Andesa Financial Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $275K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2020.

Based on Andesa Financial Management's 13F filing for Q3 2020, filed 9 Nov 2020.