PWS
IBMI

Peloton Wealth Strategists’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Peloton Wealth Strategists’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
-11,000
Closed -$280K – 80
2020
Q2 		$280K Hold
11,000
– – 0.18% 68
2020
Q1 		$279K Buy
11,000
+2,000
+22% +$51K 0.23% 67
2019
Q4 		$230K Hold
9,000
– – 0.14% 70
2019
Q3 		$230K Buy
+9,000
New +$230K 0.15% 67

Other funds holding IBMI

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

Peloton Wealth Strategists's IBMI Position: Q3 2020 in Review

Peloton Wealth Strategists sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 11,000 shares — an estimated $280K sold.

Peloton Wealth Strategists first reported a position in IBMI in Q3 2019 and held it in 4 quarters. The position peaked at $280K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Peloton Wealth Strategists reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Peloton Wealth Strategists sold 11,000 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $280K.
  • Peloton Wealth Strategists first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2019 and held it in 4 quarters.
  • Peloton Wealth Strategists's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $280K 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 Peloton Wealth Strategists's 13F filing for Q3 2020, filed 17 Nov 2020.