HB
IBMH

Homrich & Berg’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Homrich & Berg’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
Q3 		– Sell
-9,864
Closed -$250K – 340
2018
Q2 		$250K Hold
9,864
– – 0.02% 280
2018
Q1 		$250K Hold
9,864
– – 0.02% 284
2017
Q4 		$250K Buy
9,864
+25
+0.3% +$636 0.02% 282
2017
Q3 		$252K Buy
9,839
+24
+0.2% +$614 0.02% 278
2017
Q2 		$250K Buy
+9,815
New +$251K 0.02% 247

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Homrich & Berg's IBMH Position: Q3 2018 in Review

Homrich & Berg sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2018, closing a stake of 9,864 shares — an estimated $250K sold.

Homrich & Berg first reported a position in IBMH in Q2 2017 and held it in 5 quarters. The position peaked at $252K in Q3 2017. 94 funds tracked by Wall St. Rank hold IBMH as of Q3 2018.

  • Homrich & Berg reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Homrich & Berg sold 9,864 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2018, an estimated $250K.
  • Homrich & Berg first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2017 and held it in 5 quarters.
  • Homrich & Berg's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $252K in Q3 2017.
  • 94 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2018.

Based on Homrich & Berg's 13F filing for Q3 2018, filed 13 Nov 2018.