FAIM
IBMH

Financial Advocates Investment Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Financial Advocates Investment 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
2018
Q1 		– Sell
-9,134
Closed -$231K – 555
2017
Q4 		$231K Buy
+9,134
New +$232K 0.03% 418

Other funds holding IBMH

GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 2.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Financial Advocates Investment Management's IBMH Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2018, closing a stake of 9,134 shares — an estimated $231K sold.

Financial Advocates Investment Management first reported a position in IBMH in Q4 2017 and held it in 1 quarter. The position peaked at $231K in Q4 2017. 88 funds tracked by Wall St. Rank hold IBMH as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,134 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q1 2018, an estimated $231K.
  • Financial Advocates Investment Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $231K in Q4 2017.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.