ARS Wealth Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

ARS Wealth 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	-9,175	Closed	-$233K	–	115
2019 Q2	$233K	Hold	9,175	–	–	0.07%	102
2019 Q1	$234K	Hold	9,175	–	–	0.07%	96
2018 Q4	$233K	Hold	9,175	–	–	0.09%	91
2018 Q3	$233K	Hold	9,175	–	–	0.08%	107
2018 Q2	$233K	Hold	9,175	–	–	0.08%	102
2018 Q1	$232K	Hold	9,175	–	–	0.09%	107
2017 Q4	$232K	Hold	9,175	–	–	0.09%	112
2017 Q3	$235K	Hold	9,175	–	–	0.09%	113
2017 Q2	$234K	Hold	9,175	–	–	0.09%	107
2017 Q1	$234K	Hold	9,175	–	–	0.1%	102
2016 Q4	$232K	Hold	9,175	–	–	0.1%	90
2016 Q3	$235K	Hold	9,175	–	–	0.1%	84
2016 Q2	$236K	Hold	9,175	–	–	0.1%	75
2016 Q1	$236K	Hold	9,175	–	–	0.11%	64
2015 Q4	$235K	Hold	9,175	–	–	0.12%	63
2015 Q3	$235K	Hold	9,175	–	–	0.12%	63
2015 Q2	$233K	Hold	9,175	–	–	0.1%	61
2015 Q1	$234K	Buy	+9,175	New	+$234K	0.1%	63

Other funds holding IBMH

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

ARS Wealth Advisors's IBMH Position: Q3 2019 in Review

ARS Wealth Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 9,175 shares — an estimated $233K sold.

ARS Wealth Advisors first reported a position in IBMH in Q1 2015 and held it in 18 quarters. The position peaked at $236K in Q2 2016. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

ARS Wealth Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
ARS Wealth Advisors sold 9,175 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $233K.
ARS Wealth Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2015 and held it in 18 quarters.
ARS Wealth Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $236K in Q2 2016.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on ARS Wealth Advisors's 13F filing for Q3 2019, filed 11 Jun 2021.