GFPC
IBMI

Global Financial Private Client’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Global Financial Private Client’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
-14,844
Closed -$378K – 529
2020
Q2 		$378K Buy
14,844
+117
+0.8% +$2.98K 0.33% 68
2020
Q1 		$371K Sell
14,727
-73
-0.5% -$1.86K 0.39% 63
2019
Q4 		$378K Buy
+14,800
New +$378K 0.32% 75

Other funds holding IBMI

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

Global Financial Private Client's IBMI Position: Q3 2020 in Review

Global Financial Private Client sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 14,844 shares — an estimated $378K sold.

Global Financial Private Client first reported a position in IBMI in Q4 2019 and held it in 3 quarters. The position peaked at $378K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Global Financial Private Client reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Global Financial Private Client sold 14,844 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $378K.
  • Global Financial Private Client first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • Global Financial Private Client's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $378K 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 Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.