First Manhattan’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

First Manhattan’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 Q1	–	Sell	-371	Closed	-$9K	–	1493
2018 Q4	$9K	Hold	371	–	–	﹤0.01%	1184
2018 Q3	$9K	Hold	371	–	–	﹤0.01%	1243
2018 Q2	$9K	Hold	371	–	–	﹤0.01%	1209
2018 Q1	$9K	Hold	371	–	–	﹤0.01%	1211
2017 Q4	$9K	Hold	371	–	–	﹤0.01%	1260
2017 Q3	$9K	Hold	371	–	–	﹤0.01%	1234
2017 Q2	$9K	Hold	371	–	–	﹤0.01%	1192
2017 Q1	$9K	Hold	371	–	–	﹤0.01%	1208
2016 Q4	$9K	Hold	371	–	–	﹤0.01%	1188
2016 Q3	$9K	Hold	371	–	–	﹤0.01%	1209
2016 Q2	$9K	Buy	+371	New	+$9.54K	﹤0.01%	1243

Other funds holding IBMH

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Manhattan's IBMH Position: Q1 2019 in Review

First Manhattan sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2019, closing a stake of 371 shares — an estimated $9K sold.

First Manhattan first reported a position in IBMH in Q2 2016 and held it in 11 quarters. The position peaked at $9K in Q4 2018. 104 funds tracked by Wall St. Rank hold IBMH as of Q1 2019.

First Manhattan reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
First Manhattan sold 371 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q1 2019, an estimated $9K.
First Manhattan first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2016 and held it in 11 quarters.
First Manhattan's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $9K in Q4 2018.
104 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q1 2019.

Based on First Manhattan's 13F filing for Q1 2019, filed 12 Apr 2019.