Bogart Wealth LLC’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Bogart Wealth LLC’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	-1,343	Closed	-$34K	–	500
2020 Q2	$34K	Buy	+1,343	New	+$34.2K	0.01%	204

Other funds holding IBMI

NCM

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

Bogart Wealth LLC's IBMI Position: Q3 2020 in Review

Bogart Wealth LLC sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 1,343 shares — an estimated $34K sold.

Bogart Wealth LLC first reported a position in IBMI in Q2 2020 and held it in 1 quarter. The position peaked at $34K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Bogart Wealth LLC reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Bogart Wealth LLC sold 1,343 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $34K.
Bogart Wealth LLC first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2020 and held it in 1 quarter.
Bogart Wealth LLC's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $34K 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 Bogart Wealth LLC's 13F filing for Q3 2020, filed 6 Oct 2020.