Brinker Capital Investments’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Brinker Capital Investments’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	-8,557	Closed	-$218K	–	1003
2019 Q2	$218K	Buy	+8,557	New	+$218K	0.01%	375
2017 Q4	–	Sell	-8,078	Closed	-$206K	–	630
2017 Q3	$206K	Hold	8,078	–	–	0.01%	285
2017 Q2	$206K	Hold	8,078	–	–	0.01%	278
2017 Q1	$206K	Buy	+8,078	New	+$206K	0.01%	266

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

Brinker Capital Investments's IBMH Position: Q3 2019 in Review

Brinker Capital Investments sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 8,557 shares — an estimated $218K sold.

Brinker Capital Investments first reported a position in IBMH in Q1 2017 and held it in 4 quarters. The position peaked at $218K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Brinker Capital Investments reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Brinker Capital Investments sold 8,557 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $218K.
Brinker Capital Investments first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2017 and held it in 4 quarters.
Brinker Capital Investments's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $218K 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 Brinker Capital Investments's 13F filing for Q3 2019, filed 14 Nov 2019.