TF
IBMI

TimeScale Financial’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

TimeScale Financial’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
Q1 		– Sell
-1,386
Closed -$35K – 579
2019
Q4 		$35K Hold
1,386
– – 0.01% 209
2019
Q3 		$35K Sell
1,386
-3,135
-69% -$80.2K 0.01% 214
2019
Q2 		$116K Buy
+4,521
New +$115K 0.04% 112
2019
Q1 		– Sell
-8,446
Closed -$214K – 93
2018
Q4 		$214K Buy
+8,446
New +$213K 0.12% 84

Other funds holding IBMI

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

TimeScale Financial's IBMI Position: Q1 2020 in Review

TimeScale Financial sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q1 2020, closing a stake of 1,386 shares — an estimated $35K sold.

TimeScale Financial first reported a position in IBMI in Q4 2018 and held it in 4 quarters. The position peaked at $214K in Q4 2018. 117 funds tracked by Wall St. Rank hold IBMI as of Q1 2020.

  • TimeScale Financial reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • TimeScale Financial sold 1,386 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q1 2020, an estimated $35K.
  • TimeScale Financial first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 4 quarters.
  • TimeScale Financial's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $214K in Q4 2018.
  • 117 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q1 2020.

Based on TimeScale Financial's 13F filing for Q1 2020, filed 9 Apr 2020.