Wilbanks Smith & Thomas Asset Management’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-10,521	Closed	-$268K	–	411
2020 Q2	$268K	Sell	10,521 -13,684	-57%	-$349K	0.02%	325
2020 Q1	$614K	Buy	24,205 +10,782	+80%	+$275K	0.05%	196
2019 Q4	$343K	Sell	13,423 -1,159	-8%	-$29.6K	0.02%	309
2019 Q3	$372K	Buy	14,582 +3,614	+33%	+$92.4K	0.02%	276
2019 Q2	$280K	Hold	10,968	–	–	0.02%	327
2019 Q1	$280K	Buy	+10,968	New	+$279K	0.02%	322
2018 Q4	–	Sell	-2,760	Closed	-$70K	–	1595
2018 Q3	$70K	Buy	+2,760	New	+$70K	﹤0.01%	617

Other funds holding IBMI

NCM

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

Wilbanks Smith & Thomas Asset Management's IBMI Position: Q3 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2020, closing a stake of 10,521 shares — an estimated $268K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMI in Q3 2018 and held it in 7 quarters. The position peaked at $614K in Q1 2020. 1 fund tracked by Wall St. Rank holds IBMI as of Q3 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 10,521 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2020, an estimated $268K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q3 2018 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $614K in Q1 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2020, filed 12 Nov 2020.