Truist Financial
IBMI

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

Truist 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
Q3 		– Sell
-25,059
Closed -$639K – 2634
2020
Q2 		$639K Buy
+25,059
New +$639K ﹤0.01% 1495
2020
Q1 		– Sell
-11,059
Closed -$282K – 2662
2019
Q4 		$282K Buy
+11,059
New +$282K ﹤0.01% 2188

Other funds holding IBMI

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

Truist Financial's IBMI Position: Q3 2020 in Review

Truist Financial sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 25,059 shares — an estimated $639K sold.

Truist Financial first reported a position in IBMI in Q4 2019 and held it in 2 quarters. The position peaked at $639K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Truist Financial reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Truist Financial sold 25,059 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $639K.
  • Truist Financial first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 2 quarters.
  • Truist Financial's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $639K 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 Truist Financial's 13F filing for Q3 2020, filed 13 Nov 2020.