LF
IBMH

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

Lee 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
-6,135
Closed -$156K – 547
2019
Q2 		$156K Hold
6,135
– – 0.04% 140
2019
Q1 		$156K Hold
6,135
– – 0.04% 138
2018
Q4 		$156K Hold
6,135
– – 0.04% 129
2018
Q3 		$156K Hold
6,135
– – 0.04% 140
2018
Q2 		$156K Buy
+6,135
New +$155K 0.04% 178

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

Lee Financial's IBMH Position: Q3 2019 in Review

Lee Financial sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 6,135 shares — an estimated $156K sold.

Lee Financial first reported a position in IBMH in Q2 2018 and held it in 5 quarters. The position peaked at $156K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Lee Financial reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Lee Financial sold 6,135 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $156K.
  • Lee Financial first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2018 and held it in 5 quarters.
  • Lee Financial's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $156K 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 Lee Financial's 13F filing for Q3 2019, filed 8 Nov 2019.