MHS
IBMH

M Holdings Securities’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

M Holdings Securities’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
2018
Q3 		– Sell
-55,914
Closed -$1.42M – 366
2018
Q2 		$1.42M Sell
55,914
-3,810
-6% -$96.5K 0.39% 67
2018
Q1 		$1.51M Buy
+59,724
New +$1.51M 0.46% 55

Other funds holding IBMH

GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M Holdings Securities's IBMH Position: Q3 2018 in Review

M Holdings Securities sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2018, closing a stake of 55,914 shares — an estimated $1.42M sold.

M Holdings Securities first reported a position in IBMH in Q1 2018 and held it in 2 quarters. The position peaked at $1.51M in Q1 2018. 94 funds tracked by Wall St. Rank hold IBMH as of Q3 2018.

  • M Holdings Securities reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • M Holdings Securities sold 55,914 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2018, an estimated $1.42M.
  • M Holdings Securities first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2018 and held it in 2 quarters.
  • M Holdings Securities's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.51M in Q1 2018.
  • 94 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2018.

Based on M Holdings Securities's 13F filing for Q3 2018, filed 16 Nov 2018.