DC
IBMI

Derby & Company’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Derby & Company’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
Q1 		– Sell
-14,139
Closed -$361K – 64
2019
Q4 		$361K Buy
+14,139
New +$361K 0.13% 40

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Derby & Company's IBMI Position: Q1 2020 in Review

Derby & Company sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2020, closing a stake of 14,139 shares — an estimated $361K sold.

Derby & Company first reported a position in IBMI in Q4 2019 and held it in 1 quarter. The position peaked at $361K in Q4 2019. 117 funds tracked by Wall St. Rank hold IBMI as of Q1 2020.

  • Derby & Company reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Derby & Company sold 14,139 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2020, an estimated $361K.
  • Derby & Company first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Derby & Company's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $361K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2020.

Based on Derby & Company's 13F filing for Q1 2020, filed 28 Apr 2020.