LF
IBMI

Lee Financial’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Lee Financial’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
-6,151
Closed -$157K – 584
2020
Q2 		$157K Hold
6,151
– – 0.04% 130
2020
Q1 		$156K Hold
6,151
– – 0.05% 115
2019
Q4 		$157K Hold
6,151
– – 0.03% 132
2019
Q3 		$157K Hold
6,151
– – 0.04% 131
2019
Q2 		$157K Hold
6,151
– – 0.04% 138
2019
Q1 		$157K Hold
6,151
– – 0.04% 137
2018
Q4 		$156K Hold
6,151
– – 0.04% 130
2018
Q3 		$155K Hold
6,151
– – 0.04% 142
2018
Q2 		$156K Buy
+6,151
New +$156K 0.04% 179

Other funds holding IBMI

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

Lee Financial's IBMI Position: Q3 2020 in Review

Lee Financial sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 6,151 shares — an estimated $157K sold.

Lee Financial first reported a position in IBMI in Q2 2018 and held it in 9 quarters. The position peaked at $157K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Lee Financial reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Lee Financial sold 6,151 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $157K.
  • Lee Financial first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2018 and held it in 9 quarters.
  • Lee Financial's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $157K 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 Lee Financial's 13F filing for Q3 2020, filed 3 Nov 2020.