Baldwin Wealth Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Baldwin Wealth 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	-1,970	Closed	-$50K	–	562
2020 Q2	$50K	Hold	1,970	–	–	0.01%	295
2020 Q1	$50K	Hold	1,970	–	–	0.01%	274
2019 Q4	$50K	Hold	1,970	–	–	0.01%	317
2019 Q3	$50K	Hold	1,970	–	–	0.01%	307
2019 Q2	$50K	Hold	1,970	–	–	0.01%	308
2019 Q1	$50K	Hold	1,970	–	–	0.01%	302
2018 Q4	$50K	Hold	1,970	–	–	0.01%	290
2018 Q3	$50K	Hold	1,970	–	–	0.01%	316
2018 Q2	$50K	Hold	1,970	–	–	0.01%	316
2018 Q1	$50K	Buy	+1,970	New	+$50K	0.01%	296

Other funds holding IBMI

NCM

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

Baldwin Wealth Partners's IBMI Position: Q3 2020 in Review

Baldwin Wealth Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 1,970 shares — an estimated $50K sold.

Baldwin Wealth Partners first reported a position in IBMI in Q1 2018 and held it in 10 quarters. The position peaked at $50K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Baldwin Wealth Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 1,970 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $50K.
Baldwin Wealth Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2018 and held it in 10 quarters.
Baldwin Wealth Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $50K 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 Baldwin Wealth Partners's 13F filing for Q3 2020, filed 16 Oct 2020.