IWC
IBMH

Integrated Wealth Concepts’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Integrated Wealth Concepts’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
-15,197
Closed -$343K – 444
2019
Q2 		$343K Buy
15,197
+3,052
+25% +$77.6K 0.04% 247
2019
Q1 		$309K Buy
12,145
+1,681
+16% +$42.7K 0.05% 232
2018
Q4 		$266K Buy
10,464
+1,337
+15% +$33.9K 0.07% 209
2018
Q3 		$231K Buy
+9,127
New +$232K 0.07% 219
2018
Q1 		– Sell
-8,984
Closed -$227K – 210
2017
Q4 		$227K Buy
+8,984
New +$228K 0.1% 172

Other funds holding IBMH

DC
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

Integrated Wealth Concepts's IBMH Position: Q3 2019 in Review

Integrated Wealth Concepts sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 15,197 shares — an estimated $343K sold.

Integrated Wealth Concepts first reported a position in IBMH in Q4 2017 and held it in 5 quarters. The position peaked at $343K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Integrated Wealth Concepts reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Integrated Wealth Concepts sold 15,197 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $343K.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 5 quarters.
  • Integrated Wealth Concepts's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $343K 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 Integrated Wealth Concepts's 13F filing for Q3 2019, filed 15 Nov 2019.