Sargent Bickham Lagudis’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15,121
| Closed | -$385K | – | 859 |
|
|
2020
Q2 | $385K | Hold |
15,121
| – | – | 0.04% | 154 |
|
|
2020
Q1 | $384K | Hold |
15,121
| – | – | 0.05% | 158 |
|
|
2019
Q4 | $386K | Hold |
15,121
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $386K | Hold |
15,121
| – | – | 0.05% | 149 |
|
|
2019
Q2 | $386K | Hold |
15,121
| – | – | 0.05% | 156 |
|
|
2019
Q1 | $386K | Hold |
15,121
| – | – | 0.04% | 164 |
|
|
2018
Q4 | $384K | Hold |
15,121
| – | – | 0.05% | 153 |
|
|
2018
Q3 | $382K | Hold |
15,121
| – | – | 0.05% | 155 |
|
|
2018
Q2 | $384K | Hold |
15,121
| – | – | 0.05% | 151 |
|
|
2018
Q1 | $383K | Hold |
15,121
| – | – | 0.05% | 148 |
|
|
2017
Q4 | $383K | Hold |
15,121
| – | – | 0.05% | 154 |
|
|
2017
Q3 | $389K | Hold |
15,121
| – | – | 0.05% | 158 |
|
|
2017
Q2 | $387K | Hold |
15,121
| – | – | 0.05% | 156 |
|
|
2017
Q1 | $386K | Hold |
15,121
| – | – | 0.05% | 156 |
|
|
2016
Q4 | $382K | Hold |
15,121
| – | – | 0.06% | 146 |
|
|
2016
Q3 | $390 | Hold |
15,121
| – | – | 0.06% | 149 |
|
|
2016
Q2 | $393K | Hold |
15,121
| – | – | 0.06% | 147 |
|
|
2016
Q1 | $389K | Buy |
+15,121
| New | +$390K | 0.06% | 153 |
|
Other funds holding IBMI
Sargent Bickham Lagudis's IBMI Position: Q3 2020 in Review
Sargent Bickham Lagudis sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 15,121 shares — an estimated $385K sold.
Sargent Bickham Lagudis first reported a position in IBMI in Q1 2016 and held it in 18 quarters. The position peaked at $393K in Q2 2016. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.
- Sargent Bickham Lagudis reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
- Sargent Bickham Lagudis sold 15,121 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $385K.
- Sargent Bickham Lagudis first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q1 2016 and held it in 18 quarters.
- Sargent Bickham Lagudis's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $393K in Q2 2016.
- 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.
Based on Sargent Bickham Lagudis's 13F filing for Q3 2020, filed 1 Sep 2021.