EC
IBMI

Estate Counselors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Estate Counselors’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
-112,315
Closed -$2.87M – 163
2020
Q2 		$2.87M Buy
112,315
+1,920
+2% +$48.9K 0.46% 51
2020
Q1 		$2.8M Buy
110,395
+860
+0.8% +$21.9K 0.46% 51
2019
Q4 		$2.79M Buy
+109,535
New +$2.8M 0.41% 56

Other funds holding IBMI

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

Estate Counselors's IBMI Position: Q3 2020 in Review

Estate Counselors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 112,315 shares — an estimated $2.87M sold.

Estate Counselors first reported a position in IBMI in Q4 2019 and held it in 3 quarters. The position peaked at $2.87M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Estate Counselors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Estate Counselors sold 112,315 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $2.87M.
  • Estate Counselors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • Estate Counselors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $2.87M 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 Estate Counselors's 13F filing for Q3 2020, filed 28 Oct 2020.