Avantax Planning Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Avantax Planning 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	-26,734	Closed	-$681K	–	307
2020 Q2	$681K	Hold	26,734	–	–	0.04%	146
2020 Q1	$678K	Sell	26,734 -7,665	-22%	-$195K	0.05%	129
2019 Q4	$878K	Buy	34,399 +528	+2%	+$13.5K	0.05%	122
2019 Q3	$865K	Buy	33,871 +1,368	+4%	+$35K	0.05%	120
2019 Q2	$830K	Hold	32,503	–	–	0.05%	120
2019 Q1	$829K	Buy	+32,503	New	+$827K	0.06%	115
2018 Q4	–	Sell	-20,603	Closed	-$520K	–	1474
2018 Q3	$520K	Hold	20,603	–	–	0.04%	136
2018 Q2	$523K	Hold	20,603	–	–	0.05%	129
2018 Q1	$522K	Buy	+20,603	New	+$523K	0.04%	173

Other funds holding IBMI

NCM

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

Avantax Planning Partners's IBMI Position: Q3 2020 in Review

Avantax Planning Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 26,734 shares — an estimated $681K sold.

Avantax Planning Partners first reported a position in IBMI in Q1 2018 and held it in 9 quarters. The position peaked at $878K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Avantax Planning Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Avantax Planning Partners sold 26,734 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $681K.
Avantax Planning Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2018 and held it in 9 quarters.
Avantax Planning Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $878K in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Avantax Planning Partners's 13F filing for Q3 2020, filed 28 Oct 2020.