IHT Wealth Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

IHT Wealth Management’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	-158,859	Closed	-$4.04M	–	640
2019 Q2	$4.04M	Buy	158,859 +485	+0.3%	+$12.3K	0.59%	28
2019 Q1	$4.03M	Buy	158,374 +301	+0.2%	+$7.65K	0.67%	24
2018 Q4	$4.01M	Buy	158,073 +573	+0.4%	+$14.5K	0.77%	25
2018 Q3	$3.99M	Buy	+157,500	New	+$4M	0.86%	22

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

IHT Wealth Management's IBMH Position: Q3 2019 in Review

IHT Wealth Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 158,859 shares — an estimated $4.04M sold.

IHT Wealth Management first reported a position in IBMH in Q3 2018 and held it in 4 quarters. The position peaked at $4.04M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

IHT Wealth Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
IHT Wealth Management sold 158,859 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $4.04M.
IHT Wealth Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2018 and held it in 4 quarters.
IHT Wealth Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $4.04M 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 IHT Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.