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

Sentinel Pension 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	-15,160	Closed	-$386K	–	83
2020 Q2	$386K	Sell	15,160 -44,247	-74%	-$1.13M	0.16%	56
2020 Q1	$1.51M	Buy	59,407 +5,709	+11%	+$146K	0.73%	29
2019 Q4	$1.37M	Buy	+53,698	New	+$1.37M	0.89%	24

Other funds holding IBMI

NCM

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

Sentinel Pension Advisors's IBMI Position: Q3 2020 in Review

Sentinel Pension Advisors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 15,160 shares — an estimated $386K sold.

Sentinel Pension Advisors first reported a position in IBMI in Q4 2019 and held it in 3 quarters. The position peaked at $1.51M in Q1 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Sentinel Pension Advisors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Sentinel Pension Advisors sold 15,160 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $386K.
Sentinel Pension Advisors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
Sentinel Pension Advisors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $1.51M 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 Sentinel Pension Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.