JIP
IBMH

Jaffetilchin Investment Partners’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Jaffetilchin Investment Partners’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
-9,394
Closed -$239K – 277
2019
Q2 		$239K Buy
9,394
+29
+0.3% +$737 0.06% 225
2019
Q1 		$238K Buy
9,365
+17
+0.2% +$432 0.05% 253
2018
Q4 		$237K Buy
9,348
+32
+0.3% +$811 0.06% 217
2018
Q3 		$236K Buy
+9,316
New +$236K 0.05% 260

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

Jaffetilchin Investment Partners's IBMH Position: Q3 2019 in Review

Jaffetilchin Investment Partners sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 9,394 shares — an estimated $239K sold.

Jaffetilchin Investment Partners first reported a position in IBMH in Q3 2018 and held it in 4 quarters. The position peaked at $239K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Jaffetilchin Investment Partners reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 9,394 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $239K.
  • Jaffetilchin Investment Partners first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2018 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $239K 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 Jaffetilchin Investment Partners's 13F filing for Q3 2019, filed 15 Oct 2019.