CAG
IBMH

Csenge Advisory Group’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Csenge Advisory Group’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
-190
Closed -$4K – 1781
2018
Q3 		$4K Buy
+190
New +$4.82K ﹤0.01% 669

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

Csenge Advisory Group's IBMH Position: Q4 2018 in Review

Csenge Advisory Group sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q4 2018, closing a stake of 190 shares — an estimated $4K sold.

Csenge Advisory Group first reported a position in IBMH in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 101 funds tracked by Wall St. Rank hold IBMH as of Q4 2018.

  • Csenge Advisory Group reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Csenge Advisory Group sold 190 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q4 2018, an estimated $4K.
  • Csenge Advisory Group first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2018 and held it in 1 quarter.
  • Csenge Advisory Group's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $4K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q4 2018.

Based on Csenge Advisory Group's 13F filing for Q4 2018, filed 7 Feb 2019.