CAPTRUST Financial Advisors
IBMI

CAPTRUST Financial Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

CAPTRUST Financial 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
-9,905
Closed -$253K – 3413
2020
Q2 		$253K Buy
9,905
+1,871
+23% +$47.7K ﹤0.01% 935
2020
Q1 		$203K Sell
8,034
-15,576
-66% -$397K ﹤0.01% 847
2019
Q4 		$603K Buy
+23,610
New +$603K 0.01% 624

Other funds holding IBMI

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

CAPTRUST Financial Advisors's IBMI Position: Q3 2020 in Review

CAPTRUST Financial Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 9,905 shares — an estimated $253K sold.

CAPTRUST Financial Advisors first reported a position in IBMI in Q4 2019 and held it in 3 quarters. The position peaked at $603K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • CAPTRUST Financial Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 9,905 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $253K.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $603K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.