CBFP
IBMH

Cedar Brook Financial Partners’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Cedar Brook Financial Partners’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
-13,722
Closed -$349K – 332
2019
Q2 		$349K Buy
13,722
+18
+0.1% +$458 0.16% 182
2019
Q1 		$349K Sell
13,704
-1,929
-12% -$49K 0.17% 181
2018
Q4 		$397K Buy
+15,633
New +$396K 0.24% 139

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

Cedar Brook Financial Partners's IBMH Position: Q3 2019 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 13,722 shares — an estimated $349K sold.

Cedar Brook Financial Partners first reported a position in IBMH in Q4 2018 and held it in 3 quarters. The position peaked at $397K in Q4 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Cedar Brook Financial Partners reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 13,722 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $349K.
  • Cedar Brook Financial Partners first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2018 and held it in 3 quarters.
  • Cedar Brook Financial Partners's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $397K in Q4 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2019, filed 24 Oct 2019.