BFEC
IBMH

Benjamin F. Edwards & Company’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Benjamin F. Edwards & Company’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
-22,326
Closed -$567K – 1681
2018
Q2 		$567K Sell
22,326
-1,472
-6% -$37.3K 0.06% 302
2018
Q1 		$602K Buy
+23,798
New +$603K 0.06% 292

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

Benjamin F. Edwards & Company's IBMH Position: Q3 2018 in Review

Benjamin F. Edwards & Company sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2018, closing a stake of 22,326 shares — an estimated $567K sold.

Benjamin F. Edwards & Company first reported a position in IBMH in Q1 2018 and held it in 2 quarters. The position peaked at $602K in Q1 2018. 94 funds tracked by Wall St. Rank hold IBMH as of Q3 2018.

  • Benjamin F. Edwards & Company reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 22,326 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2018, an estimated $567K.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2018 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $602K in Q1 2018.
  • 94 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2018, filed 29 Oct 2018.