GEA
IBMI

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

Glen Eagle 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
-20,390
Closed -$520K – 973
2020
Q2 		$520K Hold
20,390
– – 0.27% 81
2020
Q1 		$517K Hold
20,390
– – 0.36% 69
2019
Q4 		$520K Sell
20,390
-400
-2% -$10.2K 0.28% 82
2019
Q3 		$531K Sell
20,790
-100
-0.5% -$2.56K 0.35% 71
2019
Q2 		$534K Hold
20,890
– – 0.37% 67
2019
Q1 		$533K Buy
20,890
+1,000
+5% +$25.4K 0.39% 61
2018
Q4 		$505K Hold
19,890
– – 0.43% 57
2018
Q3 		$502K Hold
19,890
– – 0.36% 68
2018
Q2 		$505K Buy
19,890
+1,200
+6% +$30.3K 0.4% 61
2018
Q1 		$474K Buy
18,690
+3,640
+24% +$92.3K 0.39% 59
2017
Q4 		$382K Buy
15,050
+1,050
+8% +$26.8K 0.33% 70
2017
Q3 		$360K Buy
+14,000
New +$360K 0.34% 69

Other funds holding IBMI

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

Glen Eagle Advisors's IBMI Position: Q3 2020 in Review

Glen Eagle Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 20,390 shares — an estimated $520K sold.

Glen Eagle Advisors first reported a position in IBMI in Q3 2017 and held it in 12 quarters. The position peaked at $534K in Q2 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Glen Eagle Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Glen Eagle Advisors sold 20,390 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $520K.
  • Glen Eagle Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2017 and held it in 12 quarters.
  • Glen Eagle Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $534K 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 Glen Eagle Advisors's 13F filing for Q3 2020, filed 13 Aug 2024.