Cedar Brook Financial Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Cedar Brook Financial Partners’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	-23,740	Closed	-$605K	–	310
2020 Q2	$605K	Buy	23,740 +21	+0.1%	+$535	0.27%	112
2020 Q1	$602K	Sell	23,719 -2,996	-11%	-$76.4K	0.33%	88
2019 Q4	$682K	Buy	26,715 +40	+0.1%	+$1.02K	0.29%	99
2019 Q3	$681K	Buy	26,675 +28	+0.1%	+$716	0.3%	99
2019 Q2	$681K	Buy	26,647 +30	+0.1%	+$765	0.31%	100
2019 Q1	$679K	Sell	26,617 -14	-0.1%	-$356	0.33%	90
2018 Q4	$676K	Buy	+26,631	New	+$673K	0.41%	77

Other funds holding IBMI

NCM

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

Cedar Brook Financial Partners's IBMI Position: Q3 2020 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 23,740 shares — an estimated $605K sold.

Cedar Brook Financial Partners first reported a position in IBMI in Q4 2018 and held it in 7 quarters. The position peaked at $682K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Cedar Brook Financial Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 23,740 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $605K.
Cedar Brook Financial Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 7 quarters.
Cedar Brook Financial Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $682K 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 Cedar Brook Financial Partners's 13F filing for Q3 2020, filed 9 Nov 2020.