Madison Investment Holdings’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Madison Investment Holdings’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 Q4	–	Sell	-36,915	Closed	-$936K	–	269
2018 Q3	$936K	Buy	36,915 +9,854	+36%	+$250K	0.02%	212
2018 Q2	$687K	Buy	27,061 +4,931	+22%	+$125K	0.01%	220
2018 Q1	$560K	Hold	22,130	–	–	0.01%	217
2017 Q4	$560K	Buy	22,130 +3,567	+19%	+$90.7K	0.01%	222
2017 Q3	$475K	Buy	+18,563	New	+$475K	0.01%	229

Other funds holding IBMH

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Madison Investment Holdings's IBMH Position: Q4 2018 in Review

Madison Investment Holdings sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q4 2018, closing a stake of 36,915 shares — an estimated $936K sold.

Madison Investment Holdings first reported a position in IBMH in Q3 2017 and held it in 5 quarters. The position peaked at $936K in Q3 2018. 101 funds tracked by Wall St. Rank hold IBMH as of Q4 2018.

Madison Investment Holdings reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
Madison Investment Holdings sold 36,915 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q4 2018, an estimated $936K.
Madison Investment Holdings first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2017 and held it in 5 quarters.
Madison Investment Holdings's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $936K in Q3 2018.
101 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.