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IBMH

Ausdal Financial Partners’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Ausdal Financial Partners’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
-12,123
Closed -$308K – 320
2019
Q2 		$308K Buy
12,123
+50
+0.4% +$1.27K 0.12% 210
2019
Q1 		$307K Buy
12,073
+406
+3% +$10.3K 0.12% 195
2018
Q4 		$296K Sell
11,667
-9,830
-46% -$249K 0.14% 172
2018
Q3 		$545K Buy
21,497
+31
+0.1% +$787 0.15% 176
2018
Q2 		$545K Buy
21,466
+9,900
+86% +$251K 0.17% 178
2018
Q1 		$293K Buy
11,566
+21
+0.2% +$532 0.1% 252
2017
Q4 		$292K Buy
11,545
+526
+5% +$13.4K 0.1% 256
2017
Q3 		$282K Buy
11,019
+27
+0.2% +$691 0.11% 239
2017
Q2 		$281K Buy
+10,992
New +$281K 0.12% 222

Other funds holding IBMH

DC
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

Ausdal Financial Partners's IBMH Position: Q3 2019 in Review

Ausdal Financial Partners sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 12,123 shares — an estimated $308K sold.

Ausdal Financial Partners first reported a position in IBMH in Q2 2017 and held it in 9 quarters. The position peaked at $545K in Q3 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Ausdal Financial Partners reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Ausdal Financial Partners sold 12,123 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $308K.
  • Ausdal Financial Partners first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2017 and held it in 9 quarters.
  • Ausdal Financial Partners's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $545K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Ausdal Financial Partners's 13F filing for Q3 2019, filed 19 Nov 2019.