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TimeScale Financial’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

TimeScale Financial’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,210
Closed -$33K – 476
2020
Q2 		$33K Hold
1,210
– – 0.01% 176
2020
Q1 		$31K Buy
+1,210
New +$31.9K 0.01% 168

Other funds holding IBMQ

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TimeScale Financial's IBMQ Position: Q3 2020 in Review

TimeScale Financial sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q3 2020, closing a stake of 1,210 shares — an estimated $33K sold.

TimeScale Financial first reported a position in IBMQ in Q1 2020 and held it in 2 quarters. The position peaked at $33K in Q2 2020. 26 funds tracked by Wall St. Rank hold IBMQ as of Q3 2020.

  • TimeScale Financial reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • TimeScale Financial sold 1,210 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q3 2020, an estimated $33K.
  • TimeScale Financial first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • TimeScale Financial's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $33K in Q2 2020.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q3 2020.

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