Brandywine Oak Private Wealth’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Brandywine Oak Private Wealth’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	-116,976	Closed	-$2.98M	–	275
2020 Q2	$2.98M	Buy	116,976 +3,402	+3%	+$86.7K	0.53%	34
2020 Q1	$2.88M	Buy	113,574 +87,098	+329%	+$2.22M	0.59%	30
2019 Q4	$675K	Buy	26,476 +10,006	+61%	+$256K	0.12%	86
2019 Q3	$420K	Buy	16,470 +3,245	+25%	+$83K	0.08%	122
2019 Q2	$337K	Buy	13,225 +943	+8%	+$24K	0.07%	147
2019 Q1	$313K	Buy	12,282 +3,757	+44%	+$95.5K	0.07%	152
2018 Q4	$216K	Buy	+8,525	New	+$215K	0.05%	192

Other funds holding IBMI

NCM

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

Brandywine Oak Private Wealth's IBMI Position: Q3 2020 in Review

Brandywine Oak Private Wealth sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 116,976 shares — an estimated $2.98M sold.

Brandywine Oak Private Wealth first reported a position in IBMI in Q4 2018 and held it in 7 quarters. The position peaked at $2.98M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Brandywine Oak Private Wealth reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 116,976 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $2.98M.
Brandywine Oak Private Wealth first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 7 quarters.
Brandywine Oak Private Wealth's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $2.98M 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 Brandywine Oak Private Wealth's 13F filing for Q3 2020, filed 16 Oct 2020.