Archford Capital Strategies’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Archford Capital Strategies’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	-8,985	Closed	-$229K	–	259
2020 Q2	$229K	Buy	+8,985	New	+$229K	0.07%	229

Other funds holding IBMI

NCM

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

Archford Capital Strategies's IBMI Position: Q3 2020 in Review

Archford Capital Strategies sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 8,985 shares — an estimated $229K sold.

Archford Capital Strategies first reported a position in IBMI in Q2 2020 and held it in 1 quarter. The position peaked at $229K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Archford Capital Strategies reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Archford Capital Strategies sold 8,985 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $229K.
Archford Capital Strategies first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2020 and held it in 1 quarter.
Archford Capital Strategies's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $229K 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 Archford Capital Strategies's 13F filing for Q3 2020, filed 19 Oct 2020.