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

Prism 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	-19,023	Closed	-$485K	–	50
2020 Q2	$485K	Hold	19,023	–	–	0.22%	32
2020 Q1	$483K	Hold	19,023	–	–	0.31%	45
2019 Q4	$485K	Hold	19,023	–	–	0.25%	47
2019 Q3	$486K	Hold	19,023	–	–	0.27%	45
2019 Q2	$486K	Hold	19,023	–	–	0.28%	43
2019 Q1	$485K	Hold	19,023	–	–	0.28%	41
2018 Q4	$483K	Hold	19,023	–	–	0.31%	43
2018 Q3	$480K	Hold	19,023	–	–	0.28%	39
2018 Q2	$483K	Hold	19,023	–	–	0.26%	39
2018 Q1	$480K	Buy	19,023 +1,187	+7%	+$30.1K	0.27%	38
2017 Q4	$452K	Buy	+17,836	New	+$455K	0.25%	37

Other funds holding IBMI

NCM

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

Prism Advisors's IBMI Position: Q3 2020 in Review

Prism Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 19,023 shares — an estimated $485K sold.

Prism Advisors first reported a position in IBMI in Q4 2017 and held it in 11 quarters. The position peaked at $486K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Prism Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Prism Advisors sold 19,023 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $485K.
Prism Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 11 quarters.
Prism Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $486K 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 Prism Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.