DADC
IBMI

D.A. Davidson & Co’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

D.A. Davidson & Co’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
-29,680
Closed -$757K – 986
2020
Q2 		$757K Buy
+29,680
New +$756K 0.01% 505

Other funds holding IBMI

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

D.A. Davidson & Co's IBMI Position: Q3 2020 in Review

D.A. Davidson & Co sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 29,680 shares — an estimated $757K sold.

D.A. Davidson & Co first reported a position in IBMI in Q2 2020 and held it in 1 quarter. The position peaked at $757K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • D.A. Davidson & Co reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • D.A. Davidson & Co sold 29,680 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $757K.
  • D.A. Davidson & Co first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • D.A. Davidson & Co's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $757K 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 D.A. Davidson & Co's 13F filing for Q3 2020, filed 2 Nov 2020.