DCM
IBMI

Donaldson Capital Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Donaldson Capital Management’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
-8,467
Closed -$216K – 238
2020
Q2 		$216K Hold
8,467
– – 0.02% 188
2020
Q1 		$215K Buy
+8,467
New +$216K 0.02% 182

Other funds holding IBMI

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

Donaldson Capital Management's IBMI Position: Q3 2020 in Review

Donaldson Capital Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 8,467 shares — an estimated $216K sold.

Donaldson Capital Management first reported a position in IBMI in Q1 2020 and held it in 2 quarters. The position peaked at $216K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Donaldson Capital Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Donaldson Capital Management sold 8,467 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $216K.
  • Donaldson Capital Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • Donaldson Capital Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $216K 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 Donaldson Capital Management's 13F filing for Q3 2020, filed 2 Nov 2020.