CMBA
IBMH

C.M. Bidwell & Associates’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-2,360
Closed -$60K – 488
2018
Q3 		$60K Sell
2,360
-155
-6% -$3.93K 0.06% 220
2018
Q2 		$64K Hold
2,515
– – 0.06% 231
2018
Q1 		$64K Buy
+2,515
New +$63.8K 0.06% 228

Other funds holding IBMH

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

C.M. Bidwell & Associates's IBMH Position: Q4 2018 in Review

C.M. Bidwell & Associates sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q4 2018, closing a stake of 2,360 shares — an estimated $60K sold.

C.M. Bidwell & Associates first reported a position in IBMH in Q1 2018 and held it in 3 quarters. The position peaked at $64K in Q2 2018. 101 funds tracked by Wall St. Rank hold IBMH as of Q4 2018.

  • C.M. Bidwell & Associates reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 2,360 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q4 2018, an estimated $60K.
  • C.M. Bidwell & Associates first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2018 and held it in 3 quarters.
  • C.M. Bidwell & Associates's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $64K in Q2 2018.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q4 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.