Commonwealth Equity Services’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Commonwealth Equity Services’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	-52,914	Closed	-$1.35M	–	2911
2019 Q2	$1.35M	Buy	52,914 +1,858	+4%	+$47.2K	0.01%	1171
2019 Q1	$1.3M	Buy	51,056 +16,603	+48%	+$422K	0.01%	1139
2018 Q4	$874K	Sell	34,453 -159	-0.5%	-$4.03K	﹤0.01%	1287
2018 Q3	$877K	Sell	34,612 -7,460	-18%	-$189K	﹤0.01%	1388
2018 Q2	$1.07M	Sell	42,072 -2,112	-5%	-$53.5K	0.01%	1244
2018 Q1	$1.12M	Buy	44,184 +1,916	+5%	+$48.6K	0.01%	1189
2017 Q4	$1.07M	Buy	42,268 +13,617	+48%	+$346K	0.01%	1188
2017 Q3	$732K	Buy	28,651 +5,739	+25%	+$147K	﹤0.01%	1361
2017 Q2	$585K	Buy	22,912 +580	+3%	+$14.8K	﹤0.01%	1465
2017 Q1	$570K	Buy	+22,332	New	+$569K	﹤0.01%	1425

Other funds holding IBMH

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

Commonwealth Equity Services's IBMH Position: Q3 2019 in Review

Commonwealth Equity Services sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 52,914 shares — an estimated $1.35M sold.

Commonwealth Equity Services first reported a position in IBMH in Q1 2017 and held it in 10 quarters. The position peaked at $1.35M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Commonwealth Equity Services reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Commonwealth Equity Services sold 52,914 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $1.35M.
Commonwealth Equity Services first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2017 and held it in 10 quarters.
Commonwealth Equity Services's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.35M in Q2 2019.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Commonwealth Equity Services's 13F filing for Q3 2019, filed 30 Oct 2019.