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

IFP 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 Q1	–	Sell	-4,132	Closed	-$105K	–	3834
2018 Q4	$105K	Sell	4,132 -2,146	-34%	-$54.4K	0.01%	1167
2018 Q3	$159K	Buy	6,278 +2,232	+55%	+$56.6K	0.01%	1211
2018 Q2	$103K	Sell	4,046 -1,996	-33%	-$50.6K	﹤0.01%	1468
2018 Q1	$153K	Hold	6,042	–	–	0.01%	1124
2017 Q4	$153K	Hold	6,042	–	–	0.01%	1130
2017 Q3	$154K	Sell	6,042 -9,409	-61%	-$241K	0.01%	1307
2017 Q2	$394K	Buy	15,451 +8,690	+129%	+$222K	0.02%	781
2017 Q1	$173K	Buy	6,761 +1,459	+28%	+$37.2K	0.01%	1195
2016 Q4	$134K	Buy	5,302 +256	+5%	+$6.51K	0.01%	1267
2016 Q3	$129K	Buy	5,046 +162	+3%	+$4.17K	0.01%	1225
2016 Q2	$126K	Buy	+4,884	New	+$126K	0.01%	1212
2016 Q1	–	Sell	-977	Closed	-$25K	–	3821
2015 Q4	$25K	Buy	+977	New	+$24.9K	﹤0.01%	2046

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

IFP Advisors's IBMH Position: Q1 2019 in Review

IFP Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2019, closing a stake of 4,132 shares — an estimated $105K sold.

IFP Advisors first reported a position in IBMH in Q4 2015 and held it in 12 quarters. The position peaked at $394K in Q2 2017. 104 funds tracked by Wall St. Rank hold IBMH as of Q1 2019.

IFP Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 4,132 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q1 2019, an estimated $105K.
IFP Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2015 and held it in 12 quarters.
IFP Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $394K in Q2 2017.
104 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.