FFW
IBMH

Fusion Family Wealth’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Fusion Family Wealth’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
Q3 		– Sell
-102
Closed -$3K – 157
2019
Q2 		$3K Sell
102
-8,103
-99% -$206K ﹤0.01% 137
2019
Q1 		$209K Sell
8,205
-8,351
-50% -$212K 0.06% 38
2018
Q4 		$420K Sell
16,556
-393
-2% -$9.96K 0.12% 44
2018
Q3 		$430K Buy
16,949
+1,570
+10% +$39.8K 0.12% 40
2018
Q2 		$390K Sell
15,379
-33,579
-69% -$850K 0.11% 45
2018
Q1 		$1.24M Sell
48,958
-4,450
-8% -$113K 0.42% 22
2017
Q4 		$1.35M Sell
53,408
-12,032
-18% -$306K 0.34% 27
2017
Q3 		$1.67M Sell
65,440
-727
-1% -$18.6K 0.57% 25
2017
Q2 		$1.69M Buy
66,167
+8,239
+14% +$211K 0.58% 26
2017
Q1 		$1.48M Buy
57,928
+5,190
+10% +$132K 0.55% 25
2016
Q4 		$1.34M Buy
+52,738
New +$1.34M 0.79% 20

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Fusion Family Wealth's IBMH Position: Q3 2019 in Review

Fusion Family Wealth sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 102 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in IBMH in Q4 2016 and held it in 11 quarters. The position peaked at $1.69M in Q2 2017. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Fusion Family Wealth reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 102 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $3K.
  • Fusion Family Wealth first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2016 and held it in 11 quarters.
  • Fusion Family Wealth's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.69M in Q2 2017.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Fusion Family Wealth's 13F filing for Q3 2019, filed 31 Oct 2019.