OIA
IBMI

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

OneDigital Investment 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
-8,175
Closed -$208K – 741
2020
Q2 		$208K Hold
8,175
– – 0.02% 539
2020
Q1 		$209K Hold
8,175
– – 0.02% 471
2019
Q4 		$209K Sell
8,175
-7,918
-49% -$202K 0.02% 513
2019
Q3 		$411K Buy
+16,093
New +$411K 0.04% 315
2019
Q2 		– Sell
-16,093
Closed -$410K – 1326
2019
Q1 		$410K Hold
16,093
– – 0.06% 191
2018
Q4 		$408K Buy
16,093
+7,918
+97% +$200K 0.07% 183
2018
Q3 		$206K Hold
8,175
– – 0.05% 180
2018
Q2 		$207K Hold
8,175
– – 0.04% 213
2018
Q1 		$207K Hold
8,175
– – 0.05% 219
2017
Q4 		$207K Buy
+8,175
New +$209K 0.02% 227

Other funds holding IBMI

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

OneDigital Investment Advisors's IBMI Position: Q3 2020 in Review

OneDigital Investment Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 8,175 shares — an estimated $208K sold.

OneDigital Investment Advisors first reported a position in IBMI in Q4 2017 and held it in 10 quarters. The position peaked at $411K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • OneDigital Investment Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • OneDigital Investment Advisors sold 8,175 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $208K.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 10 quarters.
  • OneDigital Investment Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $411K 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 OneDigital Investment Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.