EVM
IBMH

Eaton Vance Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Eaton Vance Management’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
Q2 		– Sell
-30,060
Closed -$765K – 1325
2019
Q1 		$765K Buy
+30,060
New +$764K ﹤0.01% 976

Other funds holding IBMH

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $18.2B AUM 22.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Eaton Vance Management's IBMH Position: Q2 2019 in Review

Eaton Vance Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q2 2019, closing a stake of 30,060 shares — an estimated $765K sold.

Eaton Vance Management first reported a position in IBMH in Q1 2019 and held it in 1 quarter. The position peaked at $765K in Q1 2019. 101 funds tracked by Wall St. Rank hold IBMH as of Q2 2019.

  • Eaton Vance Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Eaton Vance Management sold 30,060 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q2 2019, an estimated $765K.
  • Eaton Vance Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2019 and held it in 1 quarter.
  • Eaton Vance Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $765K in Q1 2019.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2019.

Based on Eaton Vance Management's 13F filing for Q2 2019, filed 9 Aug 2019.