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IBMI

Ausdal Financial Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Ausdal Financial Partners’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
-15,593
Closed -$397K – 371
2020
Q2 		$397K Sell
15,593
-865
-5% -$22K 0.13% 171
2020
Q1 		$418K Buy
16,458
+55
+0.3% +$1.4K 0.15% 159
2019
Q4 		$419K Buy
16,403
+4,267
+35% +$109K 0.12% 205
2019
Q3 		$310K Buy
12,136
+25
+0.2% +$639 0.11% 224
2019
Q2 		$310K Buy
12,111
+53
+0.4% +$1.35K 0.12% 208
2019
Q1 		$307K Buy
12,058
+409
+4% +$10.4K 0.12% 196
2018
Q4 		$296K Sell
11,649
-11,341
-49% -$287K 0.14% 173
2018
Q3 		$580K Buy
22,990
+35
+0.2% +$888 0.16% 167
2018
Q2 		$583K Buy
22,955
+9,856
+75% +$249K 0.18% 168
2018
Q1 		$332K Buy
13,099
+1,588
+14% +$40.3K 0.12% 231
2017
Q4 		$292K Buy
11,511
+532
+5% +$13.6K 0.1% 257
2017
Q3 		$282K Buy
10,979
+30
+0.3% +$772 0.11% 240
2017
Q2 		$280K Buy
+10,949
New +$281K 0.12% 226

Other funds holding IBMI

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

Ausdal Financial Partners's IBMI Position: Q3 2020 in Review

Ausdal Financial Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 15,593 shares — an estimated $397K sold.

Ausdal Financial Partners first reported a position in IBMI in Q2 2017 and held it in 13 quarters. The position peaked at $583K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Ausdal Financial Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Ausdal Financial Partners sold 15,593 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $397K.
  • Ausdal Financial Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2017 and held it in 13 quarters.
  • Ausdal Financial Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $583K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Ausdal Financial Partners's 13F filing for Q3 2020, filed 4 Nov 2020.