LPL Financial
IBMH

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

LPL 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
-155,556
Closed -$3.96M – 3422
2019
Q2 		$3.96M Buy
155,556
+1,634
+1% +$41.5K 0.01% 884
2019
Q1 		$3.92M Buy
153,922
+13,731
+10% +$349K 0.01% 863
2018
Q4 		$3.56M Sell
140,191
-15,728
-10% -$399K 0.01% 828
2018
Q3 		$3.95M Buy
155,919
+38,010
+32% +$965K 0.01% 842
2018
Q2 		$2.99M Buy
117,909
+17,655
+18% +$447K 0.01% 929
2018
Q1 		$2.54M Buy
100,254
+9,108
+10% +$231K 0.01% 982
2017
Q4 		$2.31M Buy
91,146
+28,022
+44% +$713K 0.01% 983
2017
Q3 		$1.61M Buy
63,124
+10,994
+21% +$281K 0.01% 1112
2017
Q2 		$1.33M Buy
52,130
+4,638
+10% +$119K 0.01% 1198
2017
Q1 		$1.21M Buy
47,492
+28,614
+152% +$729K 0.01% 1131
2016
Q4 		$478K Buy
18,878
+7,248
+62% +$184K ﹤0.01% 1783
2016
Q3 		$298K Buy
11,630
+2,204
+23% +$56.8K ﹤0.01% 2125
2016
Q2 		$243K Sell
9,426
-18,456
-66% -$474K ﹤0.01% 2239
2016
Q1 		$716K Sell
27,882
-1,180
-4% -$30.3K ﹤0.01% 1917
2015
Q4 		$743K Buy
29,062
+15,269
+111% +$390K ﹤0.01% 1917
2015
Q3 		$353K Buy
13,793
+216
+2% +$5.5K ﹤0.01% 2075
2015
Q2 		$344K Buy
13,577
+4,509
+50% +$114K ﹤0.01% 2194
2015
Q1 		$232K Buy
+9,068
New +$232K ﹤0.01% 2451

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

LPL Financial's IBMH Position: Q3 2019 in Review

LPL Financial sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 155,556 shares — an estimated $3.96M sold.

LPL Financial first reported a position in IBMH in Q1 2015 and held it in 18 quarters. The position peaked at $3.96M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • LPL Financial reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • LPL Financial sold 155,556 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $3.96M.
  • LPL Financial first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2015 and held it in 18 quarters.
  • LPL Financial's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $3.96M 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 LPL Financial's 13F filing for Q3 2019, filed 13 Nov 2019.