Fidelity Investments’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Fidelity Investments’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 Q1	–	Sell	-143	Closed	-$4K	–	4587
2019 Q4	$4K	Buy	143 +104	+267%	+$2.66K	﹤0.01%	3485
2019 Q3	$1K	Sell	39 -10	-20%	-$256	﹤0.01%	3732
2019 Q2	$1K	Sell	49 -961	-95%	-$24.5K	﹤0.01%	3697
2019 Q1	$26K	Buy	1,010 +866	+601%	+$22K	﹤0.01%	2917
2018 Q4	$4K	Hold	144	–	–	﹤0.01%	3253
2018 Q3	$4K	Buy	+144	New	+$3.65K	﹤0.01%	3328

Other funds holding IBMI

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Fidelity Investments's IBMI Position: Q1 2020 in Review

Fidelity Investments sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2020, closing a stake of 143 shares — an estimated $4K sold.

Fidelity Investments first reported a position in IBMI in Q3 2018 and held it in 6 quarters. The position peaked at $26K in Q1 2019. 117 funds tracked by Wall St. Rank hold IBMI as of Q1 2020.

Fidelity Investments reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
Fidelity Investments sold 143 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2020, an estimated $4K.
Fidelity Investments first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2018 and held it in 6 quarters.
Fidelity Investments's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $26K in Q1 2019.
117 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2020.

Based on Fidelity Investments's 13F filing for Q1 2020, filed 14 May 2020.