American Portfolios Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

American Portfolios 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	-31,915	Closed	-$812K	–	2939
2019 Q2	$812K	Hold	31,915	–	–	0.07%	276
2019 Q1	$812K	Hold	31,915	–	–	0.08%	249
2018 Q4	$810K	Hold	31,915	–	–	0.1%	203
2018 Q3	$809K	Hold	31,915	–	–	0.09%	216
2018 Q2	$810K	Buy	31,915 +7,000	+28%	+$177K	0.11%	185
2018 Q1	$630K	Buy	+24,915	New	+$632K	0.09%	213

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 Portfolios Advisors's IBMH Position: Q3 2019 in Review

American Portfolios Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 31,915 shares — an estimated $812K sold.

American Portfolios Advisors first reported a position in IBMH in Q1 2018 and held it in 6 quarters. The position peaked at $812K in Q1 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

American Portfolios Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
American Portfolios Advisors sold 31,915 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $812K.
American Portfolios Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2018 and held it in 6 quarters.
American Portfolios Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $812K 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 American Portfolios Advisors's 13F filing for Q3 2019, filed 24 Mar 2023.