PA
IBMI

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

Parallel 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
-4,104
Closed -$104K – 2761
2020
Q2 		$104K Hold
4,104
– – 0.01% 755
2020
Q1 		$104K Sell
4,104
-57
-1% -$1.45K 0.01% 666
2019
Q4 		$106K Buy
4,161
+1
+0% +$26 0.01% 748
2019
Q3 		$106K Hold
4,160
– – 0.01% 702
2019
Q2 		$106K Hold
4,160
– – 0.01% 652
2019
Q1 		$106K Hold
4,160
– – 0.01% 594
2018
Q4 		$105K Buy
4,160
+56
+1% +$1.42K 0.01% 520
2018
Q3 		$104K Buy
4,104
+904
+28% +$22.9K 0.01% 594
2018
Q2 		$81K Hold
3,200
– – 0.01% 602
2018
Q1 		$81K Hold
3,200
– – 0.01% 564
2017
Q4 		$81K Hold
3,200
– – 0.01% 554
2017
Q3 		$82K Buy
3,200
+600
+23% +$15.4K 0.01% 533
2017
Q2 		$67K Hold
2,600
– – 0.01% 606
2017
Q1 		$67K Buy
2,600
+600
+30% +$15.3K 0.01% 572
2016
Q4 		$50K Buy
+2,000
New +$50.9K 0.01% 587

Other funds holding IBMI

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

Parallel Advisors's IBMI Position: Q3 2020 in Review

Parallel Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 4,104 shares — an estimated $104K sold.

Parallel Advisors first reported a position in IBMI in Q4 2016 and held it in 15 quarters. The position peaked at $106K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Parallel Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Parallel Advisors sold 4,104 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $104K.
  • Parallel Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2016 and held it in 15 quarters.
  • Parallel Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $106K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Parallel Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.