CDIA
IBMI

Capital Directions Investment Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Capital Directions Investment 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
-19,690
Closed -$502K – 211
2020
Q2 		$502K Hold
19,690
– – 0.2% 39
2020
Q1 		$500K Hold
19,690
– – 0.21% 39
2019
Q4 		$502K Hold
19,690
– – 0.16% 42
2019
Q3 		$503K Hold
19,690
– – 0.17% 42
2019
Q2 		$503K Buy
+19,690
New +$502K 0.18% 33
2019
Q1 		– Sell
-19,690
Closed -$500K – 122
2018
Q4 		$500K Buy
+19,690
New +$498K 0.17% 38

Other funds holding IBMI

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

Capital Directions Investment Advisors's IBMI Position: Q3 2020 in Review

Capital Directions Investment Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 19,690 shares — an estimated $502K sold.

Capital Directions Investment Advisors first reported a position in IBMI in Q4 2018 and held it in 6 quarters. The position peaked at $503K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Capital Directions Investment Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 19,690 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $502K.
  • Capital Directions Investment Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 6 quarters.
  • Capital Directions Investment Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $503K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.