OPS
IBMI

Orion Portfolio Solutions’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Orion Portfolio Solutions’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 – 2434
2020
Q2 		$208K Hold
8,175
– – 0.01% 399
2020
Q1 		$207K Buy
+8,175
New +$208K 0.01% 314

Other funds holding IBMI

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

Orion Portfolio Solutions's IBMI Position: Q3 2020 in Review

Orion Portfolio Solutions 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.

Orion Portfolio Solutions first reported a position in IBMI in Q1 2020 and held it in 2 quarters. The position peaked at $208K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,175 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $208K.
  • Orion Portfolio Solutions first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $208K 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 Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.