SWP
IBMI

Stratos Wealth Partners’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Stratos Wealth Partners’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
-9,947
Closed -$254K – 1073
2020
Q2 		$254K Sell
9,947
-1
-0% -$25 0.01% 819
2020
Q1 		$252K Sell
9,948
-12,500
-56% -$319K 0.01% 743
2019
Q4 		$573K Hold
22,448
– – 0.02% 555
2019
Q3 		$573K Buy
22,448
+2,004
+10% +$51.2K 0.02% 521
2019
Q2 		$522K Buy
20,444
+209
+1% +$5.33K 0.02% 546
2019
Q1 		$516K Buy
20,235
+156
+0.8% +$3.97K 0.02% 543
2018
Q4 		$509K Buy
20,079
+3,561
+22% +$90K 0.03% 505
2018
Q3 		$417K Buy
16,518
+1,258
+8% +$31.9K 0.02% 599
2018
Q2 		$387K Buy
15,260
+3,758
+33% +$95K 0.02% 647
2018
Q1 		$292K Buy
11,502
+4,502
+64% +$114K 0.01% 735
2017
Q4 		$178K Buy
+7,000
New +$179K 0.01% 932

Other funds holding IBMI

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

Stratos Wealth Partners's IBMI Position: Q3 2020 in Review

Stratos Wealth Partners sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 9,947 shares — an estimated $254K sold.

Stratos Wealth Partners first reported a position in IBMI in Q4 2017 and held it in 11 quarters. The position peaked at $573K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Stratos Wealth Partners reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 9,947 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $254K.
  • Stratos Wealth Partners first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2017 and held it in 11 quarters.
  • Stratos Wealth Partners's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $573K 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 Stratos Wealth Partners's 13F filing for Q3 2020, filed 29 Oct 2020.