Greenwich Investment Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Greenwich Investment Management’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 Q2	–	Sell	-7,950	Closed	-$202K	–	62
2020 Q1	$202K	Sell	7,950 -4,300	-35%	-$110K	0.25%	49
2019 Q4	$313K	Sell	12,250 -4,700	-28%	-$120K	0.3%	42
2019 Q3	$433K	Sell	16,950 -6,310	-27%	-$161K	0.46%	39
2019 Q2	$594K	Buy	23,260 +11,760	+102%	+$300K	0.58%	37
2019 Q1	$293K	Hold	11,500	–	–	0.31%	48
2018 Q4	$292K	Buy	+11,500	New	+$291K	0.36%	44

Other funds holding IBMI

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $445B AUM 25.58% 1-Year Est. Return

LIM

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Greenwich Investment Management's IBMI Position: Q2 2020 in Review

Greenwich Investment Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2020, closing a stake of 7,950 shares — an estimated $202K sold.

Greenwich Investment Management first reported a position in IBMI in Q4 2018 and held it in 6 quarters. The position peaked at $594K in Q2 2019. 119 funds tracked by Wall St. Rank hold IBMI as of Q2 2020.

Greenwich Investment Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Greenwich Investment Management sold 7,950 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q2 2020, an estimated $202K.
Greenwich Investment Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 6 quarters.
Greenwich Investment Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $594K in Q2 2019.
119 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2020.

Based on Greenwich Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.