AAM
IBMI
Autus Asset Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | +$50.8K | 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 | +$241K | 0.04% | 140 |
|