Autus Asset Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Autus Asset Management’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	-11,500	Closed	-$293K	–	155
2020 Q2	$293K	Hold	11,500	–	–	0.04%	134
2020 Q1	$292K	Hold	11,500	–	–	0.05%	119
2019 Q4	$293K	Hold	11,500	–	–	0.04%	135
2019 Q3	$294K	Hold	11,500	–	–	0.05%	135
2019 Q2	$294K	Hold	11,500	–	–	0.05%	134
2019 Q1	$293K	Hold	11,500	–	–	0.05%	137
2018 Q4	$292K	Buy	11,500 +2,000	+21%	+$50.5K	0.06%	122
2018 Q3	$240K	Hold	9,500	–	–	0.04%	141
2018 Q2	$241K	Hold	9,500	–	–	0.04%	141
2018 Q1	$241K	Hold	9,500	–	–	0.04%	140
2017 Q4	$241K	Buy	+9,500	New	+$242K	0.04%	140

Other funds holding IBMI

NCM

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

Autus Asset Management's IBMI Position: Q3 2020 in Review

Autus Asset Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 11,500 shares — an estimated $293K sold.

Autus Asset Management first reported a position in IBMI in Q4 2017 and held it in 11 quarters. The position peaked at $294K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Autus Asset Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Autus Asset Management sold 11,500 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $293K.
Autus Asset Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 11 quarters.
Autus Asset Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $294K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Autus Asset Management's 13F filing for Q3 2020, filed 13 Oct 2020.