PA
IBMI

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

Procyon 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
-450
Closed -$11K – 1201
2020
Q2 		$11K Sell
450
-527
-54% -$13.4K 0.01% 648
2020
Q1 		$25K Buy
+977
New +$24.9K 0.02% 443

Other funds holding IBMI

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

Procyon Advisors's IBMI Position: Q3 2020 in Review

Procyon Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 450 shares — an estimated $11K sold.

Procyon Advisors first reported a position in IBMI in Q1 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Procyon Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 450 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $11K.
  • Procyon Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • Procyon Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $25K in Q1 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.