BA
IBMH

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

Boston 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
-26,395
Closed -$671K – 650
2019
Q2 		$671K Sell
26,395
-3,154
-11% -$80.2K 0.04% 433
2019
Q1 		$752K Sell
29,549
-324
-1% -$8.23K 0.04% 396
2018
Q4 		$758K Sell
29,873
-3,975
-12% -$101K 0.04% 383
2018
Q3 		$858K Buy
33,848
+309
+0.9% +$7.84K 0.04% 406
2018
Q2 		$852K Buy
33,539
+830
+3% +$21K 0.02% 410
2018
Q1 		$828K Sell
32,709
-428
-1% -$10.9K 0.02% 405
2017
Q4 		$839K Buy
33,137
+1,808
+6% +$46K 0.02% 408
2017
Q3 		$801K Sell
31,329
-1,078
-3% -$27.6K 0.02% 400
2017
Q2 		$827K Sell
32,407
-230
-0.7% -$5.88K 0.02% 400
2017
Q1 		$833K Buy
32,637
+11,477
+54% +$292K 0.02% 385
2016
Q4 		$536K Buy
21,160
+255
+1% +$6.49K 0.01% 466
2016
Q3 		$536K Buy
20,905
+3,850
+23% +$99.2K 0.01% 495
2016
Q2 		$439K Sell
17,055
-160
-0.9% -$4.11K 0.01% 513
2016
Q1 		$442K Buy
+17,215
New +$442K 0.01% 486

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

Boston Advisors's IBMH Position: Q3 2019 in Review

Boston Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 26,395 shares — an estimated $671K sold.

Boston Advisors first reported a position in IBMH in Q1 2016 and held it in 14 quarters. The position peaked at $858K in Q3 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Boston Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Boston Advisors sold 26,395 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $671K.
  • Boston Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2016 and held it in 14 quarters.
  • Boston Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $858K 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 Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.