SPIA
IBMI

Steward Partners Investment Advisory’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Steward Partners Investment Advisory’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
-2,625
Closed -$67K – 2941
2020
Q2 		$67K Hold
2,625
– – ﹤0.01% 1302
2020
Q1 		$66K Buy
2,625
+5
+0.2% +$128 ﹤0.01% 1173
2019
Q4 		$66K Hold
2,620
– – ﹤0.01% 1289
2019
Q3 		$66K Hold
2,620
– – ﹤0.01% 1248
2019
Q2 		$66K Buy
+2,620
New +$66.8K ﹤0.01% 1235

Other funds holding IBMI

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

Steward Partners Investment Advisory's IBMI Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 2,625 shares — an estimated $67K sold.

Steward Partners Investment Advisory first reported a position in IBMI in Q2 2019 and held it in 5 quarters. The position peaked at $67K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,625 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $67K.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2019 and held it in 5 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $67K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.