LF
IBMH

Lantz Financial’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Lantz Financial’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
-8,996
Closed -$229K – 130
2019
Q2 		$229K Hold
8,996
– – 0.16% 115
2019
Q1 		$229K Buy
+8,996
New +$229K 0.17% 106

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

Lantz Financial's IBMH Position: Q3 2019 in Review

Lantz Financial sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 8,996 shares — an estimated $229K sold.

Lantz Financial first reported a position in IBMH in Q1 2019 and held it in 2 quarters. The position peaked at $229K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Lantz Financial reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Lantz Financial sold 8,996 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $229K.
  • Lantz Financial first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2019 and held it in 2 quarters.
  • Lantz Financial's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $229K 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 Lantz Financial's 13F filing for Q3 2019, filed 18 Oct 2019.