DAS
IBMI

Dynamic Advisor Solutions’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Dynamic Advisor Solutions’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
-7,848
Closed -$200K – 658
2020
Q2 		$200K Buy
+7,848
New +$200K 0.03% 481
2020
Q1 		– Sell
-7,848
Closed -$200K – 620
2019
Q4 		$200K Hold
7,848
– – 0.03% 507
2019
Q3 		$200K Hold
7,848
– – 0.03% 469
2019
Q2 		$201K Buy
+7,848
New +$200K 0.03% 457

Other funds holding IBMI

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

Dynamic Advisor Solutions's IBMI Position: Q3 2020 in Review

Dynamic Advisor Solutions sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 7,848 shares — an estimated $200K sold.

Dynamic Advisor Solutions first reported a position in IBMI in Q2 2019 and held it in 4 quarters. The position peaked at $201K in Q2 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Dynamic Advisor Solutions reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 7,848 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $200K.
  • Dynamic Advisor Solutions first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2019 and held it in 4 quarters.
  • Dynamic Advisor Solutions's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $201K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2020, filed 27 Oct 2020.