BRWA
IBMI

B. Riley Wealth Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

B. Riley Wealth Advisors’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
-21,495
Closed -$548K – 998
2020
Q2 		$548K Buy
+21,495
New +$548K 0.04% 427

Other funds holding IBMI

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

B. Riley Wealth Advisors's IBMI Position: Q3 2020 in Review

B. Riley Wealth Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 21,495 shares — an estimated $548K sold.

B. Riley Wealth Advisors first reported a position in IBMI in Q2 2020 and held it in 1 quarter. The position peaked at $548K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • B. Riley Wealth Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 21,495 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $548K.
  • B. Riley Wealth Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • B. Riley Wealth Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $548K 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 B. Riley Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.