American Economic Planning Group’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

American Economic Planning 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	-11,364	Closed	-$289K	–	98
2019 Q2	$289K	Buy	11,364 +6	+0.1%	+$153	0.09%	70
2019 Q1	$289K	Buy	+11,358	New	+$289K	0.09%	67
2018 Q4	–	Sell	-8,480	Closed	-$215K	–	87
2018 Q3	$215K	Sell	8,480 -3,846	-31%	-$97.6K	0.08%	69
2018 Q2	$313K	Buy	+12,326	New	+$312K	0.12%	53

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

American Economic Planning Group's IBMH Position: Q3 2019 in Review

American Economic Planning Group sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 11,364 shares — an estimated $289K sold.

American Economic Planning Group first reported a position in IBMH in Q2 2018 and held it in 4 quarters. The position peaked at $313K in Q2 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

American Economic Planning Group reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
American Economic Planning Group sold 11,364 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $289K.
American Economic Planning Group first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2018 and held it in 4 quarters.
American Economic Planning Group's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $313K 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 American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.