Advisor Group’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Advisor Group’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	-9,442	Closed	-$241K	–	5569
2019 Q2	$241K	Sell	9,442 -2,699	-22%	-$68.6K	﹤0.01%	2160
2019 Q1	$309K	Buy	12,141 +180	+2%	+$4.57K	﹤0.01%	1952
2018 Q4	$304K	Buy	11,961 +5,099	+74%	+$129K	﹤0.01%	1771
2018 Q3	$174K	Hold	6,862	–	–	﹤0.01%	2287
2018 Q2	$174K	Buy	6,862 +1,471	+27%	+$37.3K	﹤0.01%	2083
2018 Q1	$136K	Buy	5,391 +2,793	+108%	+$70.8K	﹤0.01%	2291
2017 Q4	$66K	Hold	2,598	–	–	﹤0.01%	2893
2017 Q3	$66K	Buy	2,598 +718	+38%	+$18.4K	﹤0.01%	2737
2017 Q2	$48K	Buy	1,880 +429	+30%	+$11K	﹤0.01%	2883
2017 Q1	$37K	Buy	+1,451	New	+$37K	﹤0.01%	2962

Other funds holding IBMH

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

Advisor Group's IBMH Position: Q3 2019 in Review

Advisor Group sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 9,442 shares — an estimated $241K sold.

Advisor Group first reported a position in IBMH in Q1 2017 and held it in 10 quarters. The position peaked at $309K in Q1 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Advisor Group reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Advisor Group sold 9,442 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $241K.
Advisor Group first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2017 and held it in 10 quarters.
Advisor Group's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $309K in Q1 2019.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.