GA
IBMH

Gateway Advisory’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Gateway Advisory’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
-225,088
Closed -$5.73M – 66
2019
Q2 		$5.73M Buy
225,088
+9,149
+4% +$233K 1.47% 22
2019
Q1 		$5.5M Sell
215,939
-36,718
-15% -$933K 1.42% 26
2018
Q4 		$6.41M Buy
252,657
+517
+0.2% +$13.1K 2.68% 13
2018
Q3 		$6.39M Buy
252,140
+8,503
+3% +$216K 1.68% 16
2018
Q2 		$6.19M Buy
243,637
+8,898
+4% +$225K 1.74% 12
2018
Q1 		$5.94M Sell
234,739
-276
-0.1% -$7K 1.74% 10
2017
Q4 		$5.95M Sell
235,015
-16,283
-6% -$414K 1.65% 9
2017
Q3 		$6.42M Buy
251,298
+2,718
+1% +$69.5K 1.91% 8
2017
Q2 		$6.34M Buy
248,580
+8,558
+4% +$219K 1.96% 10
2017
Q1 		$6.13M Buy
+240,022
New +$6.12M 1.96% 10

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Gateway Advisory's IBMH Position: Q3 2019 in Review

Gateway Advisory sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 225,088 shares — an estimated $5.73M sold.

Gateway Advisory first reported a position in IBMH in Q1 2017 and held it in 10 quarters. The position peaked at $6.42M in Q3 2017. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Gateway Advisory reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Gateway Advisory sold 225,088 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $5.73M.
  • Gateway Advisory first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2017 and held it in 10 quarters.
  • Gateway Advisory's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $6.42M in Q3 2017.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Gateway Advisory's 13F filing for Q3 2019, filed 9 Oct 2019.