Emerald Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Emerald Advisors’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	-10,000	Closed	-$255K	–	77
2020 Q2	$255K	Hold	10,000	–	–	0.11%	61
2020 Q1	$255K	Hold	10,000	–	–	0.12%	59
2019 Q4	$256K	Buy	+10,000	New	+$255K	0.24%	79

Other funds holding IBMI

NCM

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

Emerald Advisors's IBMI Position: Q3 2020 in Review

Emerald Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 10,000 shares — an estimated $255K sold.

Emerald Advisors first reported a position in IBMI in Q4 2019 and held it in 3 quarters. The position peaked at $256K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Emerald Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Emerald Advisors sold 10,000 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $255K.
Emerald Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
Emerald Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $256K 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 Emerald Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.