SIC
IBMI

Sigma Investment Counselors’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Sigma Investment Counselors’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
-25,081
Closed -$639K – 161
2020
Q2 		$639K Sell
25,081
-2,826
-10% -$72K 0.07% 95
2020
Q1 		$708K Sell
27,907
-2,948
-10% -$75.2K 0.09% 87
2019
Q4 		$787K Buy
30,855
+5,900
+24% +$151K 0.08% 88
2019
Q3 		$637K Buy
24,955
+7,665
+44% +$196K 0.07% 92
2019
Q2 		$442K Hold
17,290
– – 0.05% 105
2019
Q1 		$441K Buy
17,290
+2,000
+13% +$50.9K 0.05% 101
2018
Q4 		$388K Buy
+15,290
New +$386K 0.05% 103

Other funds holding IBMI

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

Sigma Investment Counselors's IBMI Position: Q3 2020 in Review

Sigma Investment Counselors sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 25,081 shares — an estimated $639K sold.

Sigma Investment Counselors first reported a position in IBMI in Q4 2018 and held it in 7 quarters. The position peaked at $787K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Sigma Investment Counselors reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Sigma Investment Counselors sold 25,081 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $639K.
  • Sigma Investment Counselors first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 7 quarters.
  • Sigma Investment Counselors's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $787K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Sigma Investment Counselors's 13F filing for Q3 2020, filed 20 Oct 2020.