W
IBMI

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

Wealthquest’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
-132,147
Closed -$3.37M – 116
2020
Q2 		$3.37M Buy
+132,147
New +$3.37M 0.86% 20
2019
Q4 		$4.06M Hold
159,118
– – 1.16% 19
2019
Q3 		$4.06M Hold
159,118
– – 1.36% 15
2019
Q2 		$4.07M Hold
159,118
– – 1.54% 13
2019
Q1 		$4.06M Buy
159,118
+5,158
+3% +$131K 1.53% 14
2018
Q4 		$3.9M Buy
+153,960
New +$3.89M 1.6% 13

Other funds holding IBMI

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

Wealthquest's IBMI Position: Q3 2020 in Review

Wealthquest sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 132,147 shares — an estimated $3.37M sold.

Wealthquest first reported a position in IBMI in Q4 2018 and held it in 6 quarters. The position peaked at $4.07M in Q2 2019. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

  • Wealthquest reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Wealthquest sold 132,147 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $3.37M.
  • Wealthquest first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2018 and held it in 6 quarters.
  • Wealthquest's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $4.07M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Wealthquest's 13F filing for Q3 2020, filed 12 Nov 2020.