Altium Wealth Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Altium Wealth Management’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	-18,898	Closed	-$481K	–	298
2019 Q2	$481K	Sell	18,898 -7,411	-28%	-$188K	0.07%	164
2019 Q1	$670K	Buy	26,309 +11,185	+74%	+$284K	0.11%	131
2018 Q4	$384K	Sell	15,124 -5,381	-26%	-$136K	0.07%	176
2018 Q3	$520K	Buy	20,505 +8,530	+71%	+$216K	0.1%	149
2018 Q2	$304K	Sell	11,975 -1,035	-8%	-$26.2K	0.08%	182
2018 Q1	$329K	Sell	13,010 -5,284	-29%	-$134K	0.13%	115
2017 Q4	$463K	Buy	+18,294	New	+$465K	0.21%	84

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

Altium Wealth Management's IBMH Position: Q3 2019 in Review

Altium Wealth Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 18,898 shares — an estimated $481K sold.

Altium Wealth Management first reported a position in IBMH in Q4 2017 and held it in 7 quarters. The position peaked at $670K in Q1 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Altium Wealth Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Altium Wealth Management sold 18,898 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $481K.
Altium Wealth Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 7 quarters.
Altium Wealth Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $670K 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 Altium Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.