IWC
IBMI

Integrated Wealth Concepts’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Integrated Wealth Concepts’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
-8,990
Closed -$229K – 586
2020
Q2 		$229K Sell
8,990
-1,383
-13% -$35.2K 0.02% 460
2020
Q1 		$263K Sell
10,373
-2,277
-18% -$58.1K 0.02% 336
2019
Q4 		$323K Sell
12,650
-404
-3% -$10.3K 0.03% 356
2019
Q3 		$333K Buy
13,054
+1,523
+13% +$38.9K 0.04% 289
2019
Q2 		$251K Buy
11,531
+1,131
+11% +$28.8K 0.03% 313
2019
Q1 		$265K Buy
+10,400
New +$264K 0.04% 265

Other funds holding IBMI

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

Integrated Wealth Concepts's IBMI Position: Q3 2020 in Review

Integrated Wealth Concepts sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 8,990 shares — an estimated $229K sold.

Integrated Wealth Concepts first reported a position in IBMI in Q1 2019 and held it in 6 quarters. The position peaked at $333K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Integrated Wealth Concepts reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,990 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $229K.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2019 and held it in 6 quarters.
  • Integrated Wealth Concepts's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $333K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Integrated Wealth Concepts's 13F filing for Q3 2020, filed 13 Nov 2020.