JSA
IBMH

Jacobson & Schmitt Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Jacobson & Schmitt 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
2018
Q4 		– Sell
-8,584
Closed -$218K – 39
2018
Q3 		$218K Buy
8,584
+572
+7% +$14.5K 0.14% 39
2018
Q2 		$203K Buy
+8,012
New +$203K 0.13% 49

Other funds holding IBMH

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Jacobson & Schmitt Advisors's IBMH Position: Q4 2018 in Review

Jacobson & Schmitt Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q4 2018, closing a stake of 8,584 shares — an estimated $218K sold.

Jacobson & Schmitt Advisors first reported a position in IBMH in Q2 2018 and held it in 2 quarters. The position peaked at $218K in Q3 2018. 101 funds tracked by Wall St. Rank hold IBMH as of Q4 2018.

  • Jacobson & Schmitt Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 8,584 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q4 2018, an estimated $218K.
  • Jacobson & Schmitt Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2018 and held it in 2 quarters.
  • Jacobson & Schmitt Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $218K in Q3 2018.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q4 2018.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.