Janney Montgomery Scott’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Janney Montgomery Scott’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	-9,557	Closed	-$243K	–	2183
2019 Q2	$243K	Sell	9,557 -2,845	-23%	-$72.3K	﹤0.01%	1795
2019 Q1	$316K	Sell	12,402 -120	-1%	-$3.05K	﹤0.01%	1636
2018 Q4	$318K	Buy	12,522 +3,200	+34%	+$81.1K	﹤0.01%	1525
2018 Q3	$236K	Buy	9,322 +170	+2%	+$4.31K	﹤0.01%	1848
2018 Q2	$232K	Buy	9,152 +75	+0.8%	+$1.9K	﹤0.01%	1783
2018 Q1	$230K	Hold	9,077	–	–	﹤0.01%	1742
2017 Q4	$230K	Buy	+9,077	New	+$231K	﹤0.01%	1729

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

Janney Montgomery Scott's IBMH Position: Q3 2019 in Review

Janney Montgomery Scott sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 9,557 shares — an estimated $243K sold.

Janney Montgomery Scott first reported a position in IBMH in Q4 2017 and held it in 7 quarters. The position peaked at $318K in Q4 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Janney Montgomery Scott reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Janney Montgomery Scott sold 9,557 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $243K.
Janney Montgomery Scott first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 7 quarters.
Janney Montgomery Scott's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $318K in Q4 2018.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Janney Montgomery Scott's 13F filing for Q3 2019, filed 29 Oct 2019.