Cambridge Investment Research Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Cambridge Investment Research 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 Q1	–	Sell	-9,508	Closed	-$241K	–	2383
2018 Q4	$241K	Buy	+9,508	New	+$241K	﹤0.01%	1807
2017 Q4	–	Sell	-21,688	Closed	-$554K	–	2190
2017 Q3	$554K	Hold	21,688	–	–	0.01%	1207
2017 Q2	$553K	Buy	21,688 +145	+0.7%	+$3.71K	0.01%	1142
2017 Q1	$550K	Buy	+21,543	New	+$549K	0.01%	1019

Other funds holding IBMH

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors's IBMH Position: Q1 2019 in Review

Cambridge Investment Research Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2019, closing a stake of 9,508 shares — an estimated $241K sold.

Cambridge Investment Research Advisors first reported a position in IBMH in Q1 2017 and held it in 4 quarters. The position peaked at $554K in Q3 2017. 104 funds tracked by Wall St. Rank hold IBMH as of Q1 2019.

Cambridge Investment Research Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
Cambridge Investment Research Advisors sold 9,508 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q1 2019, an estimated $241K.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2017 and held it in 4 quarters.
Cambridge Investment Research Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $554K in Q3 2017.
104 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q1 2019.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2019, filed 8 May 2019.