MV Capital Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

MV Capital Management’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	-786	Closed	-$20K	–	408
2019 Q2	$20K	Hold	786	–	–	﹤0.01%	200
2019 Q1	$20K	Hold	786	–	–	﹤0.01%	193
2018 Q4	$20K	Hold	786	–	–	0.01%	193
2018 Q3	$20K	Hold	786	–	–	0.01%	205
2018 Q2	$20K	Hold	786	–	–	0.01%	205
2018 Q1	$20K	Hold	786	–	–	0.01%	204
2017 Q4	$20K	Hold	786	–	–	0.01%	209
2017 Q3	$20K	Hold	786	–	–	0.01%	200
2017 Q2	$20K	Hold	786	–	–	0.01%	204
2017 Q1	$20K	Buy	+786	New	+$20K	0.01%	206

Other funds holding IBMH

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

MV Capital Management's IBMH Position: Q3 2019 in Review

MV Capital Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 786 shares — an estimated $20K sold.

MV Capital Management first reported a position in IBMH in Q1 2017 and held it in 10 quarters. The position peaked at $20K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

MV Capital Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
MV Capital Management sold 786 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $20K.
MV Capital Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2017 and held it in 10 quarters.
MV Capital Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $20K 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 MV Capital Management's 13F filing for Q3 2019, filed 21 Nov 2019.