Comerica Securities’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Comerica Securities’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	-10,349	Closed	-$263K	–	450
2018 Q4	$263K	Hold	10,349	–	–	0.03%	340
2018 Q3	$262K	Hold	10,349	–	–	0.03%	369
2018 Q2	$263K	Buy	10,349 +705	+7%	+$17.9K	0.03%	360
2018 Q1	$244K	Hold	9,644	–	–	0.03%	365
2017 Q4	$244K	Hold	9,644	–	–	0.03%	374
2017 Q3	$247K	Sell	9,644 -525	-5%	-$13.4K	0.03%	361
2017 Q2	$260K	Buy	+10,169	New	+$260K	0.04%	342
2016 Q4	–	Sell	-7,936	Closed	-$204K	–	432
2016 Q3	$204K	Buy	+7,936	New	+$205K	0.04%	336
2016 Q2	–	Sell	-9,981	Closed	-$256K	–	387
2016 Q1	$256K	Hold	9,981	–	–	0.06%	283
2015 Q4	$256K	Buy	+9,981	New	+$255K	0.06%	286

Other funds holding IBMH

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $18.2B AUM 22.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Comerica Securities's IBMH Position: Q1 2019 in Review

Comerica Securities sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2019, closing a stake of 10,349 shares — an estimated $263K sold.

Comerica Securities first reported a position in IBMH in Q4 2015 and held it in 10 quarters. The position peaked at $263K in Q4 2018. 104 funds tracked by Wall St. Rank hold IBMH as of Q1 2019.

Comerica Securities reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
Comerica Securities sold 10,349 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q1 2019, an estimated $263K.
Comerica Securities first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2015 and held it in 10 quarters.
Comerica Securities's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $263K in Q4 2018.
104 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q1 2019.

Based on Comerica Securities's 13F filing for Q1 2019, filed 7 May 2019.