Advisornet Financial’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Advisornet Financial’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	-2,305	Closed	-$59K	–	2025
2019 Q2	$59K	Hold	2,305	–	–	0.01%	763
2019 Q1	$59K	Buy	2,305 +300	+15%	+$7.62K	0.01%	690
2018 Q4	$51K	Sell	2,005 -690	-26%	-$17.5K	0.01%	689
2018 Q3	$68K	Sell	2,695 -275	-9%	-$6.98K	0.01%	647
2018 Q2	$75K	Hold	2,970	–	–	0.01%	599
2018 Q1	$75K	Hold	2,970	–	–	0.01%	600
2017 Q4	$75K	Buy	+2,970	New	+$75.5K	0.01%	551

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

Advisornet Financial's IBMH Position: Q3 2019 in Review

Advisornet Financial sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 2,305 shares — an estimated $59K sold.

Advisornet Financial first reported a position in IBMH in Q4 2017 and held it in 7 quarters. The position peaked at $75K in Q2 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Advisornet Financial reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Advisornet Financial sold 2,305 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $59K.
Advisornet Financial first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 7 quarters.
Advisornet Financial's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $75K in Q2 2018.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Advisornet Financial's 13F filing for Q3 2019, filed 23 Oct 2019.