TF
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TimeScale Financial’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

TimeScale Financial’s Portfolio IBMP Stock Details IBMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-610
Closed -$16K – 475
2020
Q2 		$16K Hold
610
– – ﹤0.01% 249
2020
Q1 		$15K Buy
+610
New +$16K ﹤0.01% 232

Other funds holding IBMP

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TimeScale Financial's IBMP Position: Q3 2020 in Review

TimeScale Financial sold out of iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) in Q3 2020, closing a stake of 610 shares — an estimated $16K sold.

TimeScale Financial first reported a position in IBMP in Q1 2020 and held it in 2 quarters. The position peaked at $16K in Q2 2020. 26 funds tracked by Wall St. Rank hold IBMP as of Q3 2020.

  • TimeScale Financial reported no remaining iShares iBonds Dec 2027 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • TimeScale Financial sold 610 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q3 2020, an estimated $16K.
  • TimeScale Financial first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • TimeScale Financial's iShares iBonds Dec 2027 Term Muni Bond ETF position peaked at $16K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q3 2020.

Based on TimeScale Financial's 13F filing for Q3 2020, filed 7 Oct 2020.