RIM
IBMI

Rockbridge Investment Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Rockbridge Investment Management’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
-979
Closed -$25K – 695
2020
Q2 		$25K Buy
+979
New +$24.9K 0.01% 317

Other funds holding IBMI

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

Rockbridge Investment Management's IBMI Position: Q3 2020 in Review

Rockbridge Investment Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 979 shares — an estimated $25K sold.

Rockbridge Investment Management first reported a position in IBMI in Q2 2020 and held it in 1 quarter. The position peaked at $25K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Rockbridge Investment Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Rockbridge Investment Management sold 979 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $25K.
  • Rockbridge Investment Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • Rockbridge Investment Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $25K 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 Rockbridge Investment Management's 13F filing for Q3 2020, filed 3 Nov 2020.