1IA
IBMH

1834 Investment Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

1834 Investment Advisors’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,416
Closed -$290K – 509
2019
Q2 		$290K Buy
11,416
+180
+2% +$4.58K 0.04% 157
2019
Q1 		$286K Buy
11,236
+120
+1% +$3.05K 0.04% 157
2018
Q4 		$282K Hold
11,116
– – 0.05% 151
2018
Q3 		$282K Hold
11,116
– – 0.04% 166
2018
Q2 		$282K Buy
11,116
+1,000
+10% +$25.3K 0.04% 159
2018
Q1 		$256K Hold
10,116
– – 0.04% 161
2017
Q4 		$256K Buy
10,116
+2,000
+25% +$50.9K 0.04% 158
2017
Q3 		$207K Hold
8,116
– – 0.04% 162
2017
Q2 		$207K Buy
+8,116
New +$207K 0.04% 165

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

1834 Investment Advisors's IBMH Position: Q3 2019 in Review

1834 Investment Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 11,416 shares — an estimated $290K sold.

1834 Investment Advisors first reported a position in IBMH in Q2 2017 and held it in 9 quarters. The position peaked at $290K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • 1834 Investment Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 11,416 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $290K.
  • 1834 Investment Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2017 and held it in 9 quarters.
  • 1834 Investment Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $290K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.