ETF Portfolio Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

ETF Portfolio Partners’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	-24,035	Closed	-$613K	–	41
2020 Q2	$613K	Hold	24,035	–	–	0.33%	28
2020 Q1	$610K	Hold	24,035	–	–	0.39%	25
2019 Q4	$613K	Buy	24,035 +3,916	+19%	+$100K	0.32%	25
2019 Q3	$514K	Hold	20,119	–	–	0.29%	27
2019 Q2	$514K	Hold	20,119	–	–	0.27%	25
2019 Q1	$513K	Hold	20,119	–	–	0.31%	25
2018 Q4	$510K	Hold	20,119	–	–	0.34%	25
2018 Q3	$508K	Buy	+20,119	New	+$510K	0.31%	23

Other funds holding IBMI

NCM

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

ETF Portfolio Partners's IBMI Position: Q3 2020 in Review

ETF Portfolio Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 24,035 shares — an estimated $613K sold.

ETF Portfolio Partners first reported a position in IBMI in Q3 2018 and held it in 8 quarters. The position peaked at $613K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

ETF Portfolio Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
ETF Portfolio Partners sold 24,035 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $613K.
ETF Portfolio Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2018 and held it in 8 quarters.
ETF Portfolio Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $613K 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 ETF Portfolio Partners's 13F filing for Q3 2020, filed 14 Oct 2020.