Guidance Point Advisors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Guidance Point 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	-32,260	Closed	-$822K	–	82
2020 Q2	$822K	Buy	32,260 +1,406	+5%	+$35.8K	0.46%	40
2020 Q1	$782K	Sell	30,854 -4,605	-13%	-$117K	0.51%	38
2019 Q4	$904K	Buy	35,459 +54	+0.2%	+$1.38K	0.44%	34
2019 Q3	$903K	Buy	35,405 +38	+0.1%	+$972	0.49%	31
2019 Q2	$903K	Buy	35,367 +42	+0.1%	+$1.07K	0.51%	31
2019 Q1	$900K	Buy	35,325 +26	+0.1%	+$661	0.53%	31
2018 Q4	$895K	Buy	+35,299	New	+$892K	0.58%	31

Other funds holding IBMI

NCM

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

Guidance Point Advisors's IBMI Position: Q3 2020 in Review

Guidance Point Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 32,260 shares — an estimated $822K sold.

Guidance Point Advisors first reported a position in IBMI in Q4 2018 and held it in 7 quarters. The position peaked at $904K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Guidance Point Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Guidance Point Advisors sold 32,260 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $822K.
Guidance Point Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 7 quarters.
Guidance Point Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $904K in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Guidance Point Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.