Baldwin Wealth Partners’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Baldwin Wealth 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	-1,970	Closed	-$50K	–	551
2019 Q2	$50K	Hold	1,970	–	–	0.01%	307
2019 Q1	$50K	Hold	1,970	–	–	0.01%	301
2018 Q4	$50K	Hold	1,970	–	–	0.01%	289
2018 Q3	$50K	Hold	1,970	–	–	0.01%	315
2018 Q2	$50K	Hold	1,970	–	–	0.01%	315
2018 Q1	$50K	Buy	+1,970	New	+$49.9K	0.01%	295

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

Baldwin Wealth Partners's IBMH Position: Q3 2019 in Review

Baldwin Wealth Partners sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 1,970 shares — an estimated $50K sold.

Baldwin Wealth Partners first reported a position in IBMH in Q1 2018 and held it in 6 quarters. The position peaked at $50K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Baldwin Wealth Partners reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 1,970 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $50K.
Baldwin Wealth Partners first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2018 and held it in 6 quarters.
Baldwin Wealth Partners's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $50K in Q2 2019.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Baldwin Wealth Partners's 13F filing for Q3 2019, filed 10 Oct 2019.