BCM
IBMH

Brookstone Capital Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Brookstone Capital Management’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
-8,246
Closed -$210K – 492
2019
Q2 		$210K Sell
8,246
-441
-5% -$11.2K 0.01% 409
2019
Q1 		$221K Buy
8,687
+172
+2% +$4.37K 0.01% 365
2018
Q4 		$216K Sell
8,515
-532
-6% -$13.5K 0.02% 270
2018
Q3 		$229K Sell
9,047
-45
-0.5% -$1.14K 0.02% 375
2018
Q2 		$231K Sell
9,092
-2,276
-20% -$57.6K 0.02% 333
2018
Q1 		$288K Buy
11,368
+1,713
+18% +$43.4K 0.03% 275
2017
Q4 		$244K Sell
9,655
-507
-5% -$12.9K 0.02% 284
2017
Q3 		$260K Buy
10,162
+2,184
+27% +$55.9K 0.02% 280
2017
Q2 		$204K Sell
7,978
-439
-5% -$11.2K 0.02% 290
2017
Q1 		$215K Buy
8,417
+280
+3% +$7.13K 0.02% 234
2016
Q4 		$206K Buy
8,137
+250
+3% +$6.36K 0.02% 226
2016
Q3 		$202K Buy
+7,887
New +$203K 0.02% 223

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

Brookstone Capital Management's IBMH Position: Q3 2019 in Review

Brookstone Capital Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 8,246 shares — an estimated $210K sold.

Brookstone Capital Management first reported a position in IBMH in Q3 2016 and held it in 12 quarters. The position peaked at $288K in Q1 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Brookstone Capital Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Brookstone Capital Management sold 8,246 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $210K.
  • Brookstone Capital Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2016 and held it in 12 quarters.
  • Brookstone Capital Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $288K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Brookstone Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.