RHP
IBMI

Royal Harbor Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Royal Harbor Partners’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
-19,588
Closed -$499K – 94
2020
Q2 		$499K Sell
19,588
-4,861
-20% -$124K 0.49% 59
2020
Q1 		$620K Buy
24,449
+2,972
+14% +$75.8K 0.72% 43
2019
Q4 		$548K Buy
+21,477
New +$549K 0.53% 40

Other funds holding IBMI

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

Royal Harbor Partners's IBMI Position: Q3 2020 in Review

Royal Harbor Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 19,588 shares — an estimated $499K sold.

Royal Harbor Partners first reported a position in IBMI in Q4 2019 and held it in 3 quarters. The position peaked at $620K in Q1 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Royal Harbor Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Royal Harbor Partners sold 19,588 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $499K.
  • Royal Harbor Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
  • Royal Harbor Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $620K 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 Royal Harbor Partners's 13F filing for Q3 2020, filed 8 Oct 2020.