SPA
IBMI

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