WhitTier Trust Company’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

WhitTier Trust Company’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	-1,041	Closed	-$27K	–	992
2020 Q2	$27K	Hold	1,041	–	–	﹤0.01%	683
2020 Q1	$26K	Hold	1,041	–	–	﹤0.01%	668
2019 Q4	$27K	Buy	+1,041	New	+$26.6K	﹤0.01%	699

Other funds holding IBMI

NCM

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

WhitTier Trust Company's IBMI Position: Q3 2020 in Review

WhitTier Trust Company sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 1,041 shares — an estimated $27K sold.

WhitTier Trust Company first reported a position in IBMI in Q4 2019 and held it in 3 quarters. The position peaked at $27K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

WhitTier Trust Company reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
WhitTier Trust Company sold 1,041 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $27K.
WhitTier Trust Company first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q4 2019 and held it in 3 quarters.
WhitTier Trust Company's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $27K 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 WhitTier Trust Company's 13F filing for Q3 2020, filed 30 Oct 2020.