LWANC
IBMH

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-8,168
Closed -$209K – 552
2019
Q2 		$209K Sell
8,168
-796
-9% -$20.2K 0.07% 136
2019
Q1 		$228K Buy
8,964
+1
+0% +$25 0.08% 129
2018
Q4 		$228K Buy
+8,963
New +$227K 0.09% 127

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

Laurel Wealth Advisors (North Carolina)'s IBMH Position: Q3 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 8,168 shares — an estimated $209K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBMH in Q4 2018 and held it in 3 quarters. The position peaked at $228K in Q1 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 8,168 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $209K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2018 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $228K in Q1 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2019, filed 13 Nov 2019.