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 $19.6B AUM 18.11% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return