Guidance Point Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Guidance Point Advisors’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	-24,033	Closed	-$611K	–	63
2019 Q2	$611K	Buy	24,033 +38	+0.2%	+$966	0.35%	40
2019 Q1	$610K	Buy	23,995 +23	+0.1%	+$584	0.36%	40
2018 Q4	$608K	Buy	+23,972	New	+$608K	0.4%	39

Other funds holding IBMH

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

Guidance Point Advisors's IBMH Position: Q3 2019 in Review

Guidance Point Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 24,033 shares — an estimated $611K sold.

Guidance Point Advisors first reported a position in IBMH in Q4 2018 and held it in 3 quarters. The position peaked at $611K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Guidance Point Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Guidance Point Advisors sold 24,033 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $611K.
Guidance Point Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2018 and held it in 3 quarters.
Guidance Point Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $611K in Q2 2019.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Guidance Point Advisors's 13F filing for Q3 2019, filed 8 Oct 2019.