FAAS
IBMH

First Allied Advisory Services’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

First Allied Advisory 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
2018
Q1 		– Sell
-38
Closed -$1K – 1547
2017
Q4 		$1K Buy
+38
New +$966 ﹤0.01% 1527

Other funds holding IBMH

GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $94.2B AUM 21.24% 1-Year Est. Return

First Allied Advisory Services's IBMH Position: Q1 2018 in Review

First Allied Advisory Services sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2018, closing a stake of 38 shares — an estimated $1K sold.

First Allied Advisory Services first reported a position in IBMH in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 88 funds tracked by Wall St. Rank hold IBMH as of Q1 2018.

  • First Allied Advisory Services reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • First Allied Advisory Services sold 38 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q1 2018, an estimated $1K.
  • First Allied Advisory Services first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 1 quarter.
  • First Allied Advisory Services's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1K 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 First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.