BWA
IBMH

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

BDO 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
2018
Q3 		– Sell
-337
Closed -$9K – 673
2018
Q2 		$9K Hold
337
– – ﹤0.01% 477
2018
Q1 		$9K Buy
+337
New +$8.54K ﹤0.01% 410
2017
Q3 		– Sell
-337
Closed -$9K – 570
2017
Q2 		$9K Buy
+337
New +$8.62K ﹤0.01% 390

Other funds holding IBMH

GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BDO Wealth Advisors's IBMH Position: Q3 2018 in Review

BDO Wealth Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2018, closing a stake of 337 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in IBMH in Q2 2017 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 94 funds tracked by Wall St. Rank hold IBMH as of Q3 2018.

  • BDO Wealth Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 337 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2018, an estimated $9K.
  • BDO Wealth Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2017 and held it in 3 quarters.
  • BDO Wealth Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $9K in Q2 2018.
  • 94 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.