C.M. Bidwell & Associates’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

C.M. Bidwell & Associates’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
2019 Q3	–	Sell	-705	Closed	-$18K	–	506
2019 Q2	$18K	Hold	705	–	–	0.02%	299
2019 Q1	$18K	Sell	705 -2,520	-78%	-$64.1K	0.02%	301
2018 Q4	$82K	Hold	3,225	–	–	0.09%	199
2018 Q3	$81K	Buy	3,225 +625	+24%	+$15.9K	0.08%	204
2018 Q2	$66K	Hold	2,600	–	–	0.06%	227
2018 Q1	$66K	Buy	+2,600	New	+$66K	0.06%	226

Other funds holding IBMI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

C.M. Bidwell & Associates's IBMI Position: Q3 2019 in Review

C.M. Bidwell & Associates sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2019, closing a stake of 705 shares — an estimated $18K sold.

C.M. Bidwell & Associates first reported a position in IBMI in Q1 2018 and held it in 6 quarters. The position peaked at $82K in Q4 2018. 116 funds tracked by Wall St. Rank hold IBMI as of Q3 2019.

C.M. Bidwell & Associates reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
C.M. Bidwell & Associates sold 705 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2019, an estimated $18K.
C.M. Bidwell & Associates first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2018 and held it in 6 quarters.
C.M. Bidwell & Associates's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $82K in Q4 2018.
116 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2019.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2019, filed 13 Nov 2019.