MFG
IBMH

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

Merit Financial Group’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
-604,602
Closed -$15.1M – 151
2019
Q2 		$15.1M Buy
+604,602
New +$15.4M 1.77% 7

Other funds holding IBMH

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Merit Financial Group's IBMH Position: Q3 2019 in Review

Merit Financial Group sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 604,602 shares — an estimated $15.1M sold.

Merit Financial Group first reported a position in IBMH in Q2 2019 and held it in 1 quarter. The position peaked at $15.1M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Merit Financial Group reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Merit Financial Group sold 604,602 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $15.1M.
  • Merit Financial Group first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2019 and held it in 1 quarter.
  • Merit Financial Group's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $15.1M 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 Merit Financial Group's 13F filing for Q3 2019, filed 25 Nov 2019.