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IBMI

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

NewEdge 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
-7,857
Closed -$200K – 1005
2020
Q2 		$200K Sell
7,857
-582
-7% -$14.8K 0.01% 776
2020
Q1 		$214K Sell
8,439
-173,149
-95% -$4.42M 0.01% 691
2019
Q4 		$4.63M Sell
181,588
-3,721
-2% -$95K 0.18% 129
2019
Q3 		$4.73M Sell
185,309
-5,004
-3% -$128K 0.21% 111
2019
Q2 		$4.86M Buy
190,313
+38,800
+26% +$989K 0.3% 84
2019
Q1 		$3.86M Buy
151,513
+80,016
+112% +$2.03M 0.25% 101
2018
Q4 		$1.81K Buy
71,497
+44,122
+161% +$1.12M 0.12% 162
2018
Q3 		$691K Buy
27,375
+4,336
+19% +$110K 0.05% 287
2018
Q2 		$583 Buy
23,039
+13,778
+149% +$348K 0.05% 285
2018
Q1 		$235K Buy
+9,261
New +$235K 0.03% 422
2017
Q3 		– Sell
-336
Closed -$8.61K – 1376
2017
Q2 		$8.61K Buy
+336
New +$8.62K ﹤0.01% 1016

Other funds holding IBMI

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

NewEdge Advisors's IBMI Position: Q3 2020 in Review

NewEdge Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 7,857 shares — an estimated $200K sold.

NewEdge Advisors first reported a position in IBMI in Q2 2017 and held it in 11 quarters. The position peaked at $4.86M in Q2 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • NewEdge Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • NewEdge Advisors sold 7,857 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $200K.
  • NewEdge Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2017 and held it in 11 quarters.
  • NewEdge Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $4.86M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on NewEdge Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.