NewEdge Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

NewEdge Advisors’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	-176,164	Closed	-$4.48M	–	849
2019 Q2	$4.48M	Buy	176,164 +32,363	+23%	+$823K	0.27%	93
2019 Q1	$3.66M	Buy	143,801 +80,339	+127%	+$2.04M	0.24%	105
2018 Q4	$1.61K	Buy	63,462 +39,097	+160%	+$991K	0.1%	169
2018 Q3	$618K	Buy	24,365 +4,069	+20%	+$103K	0.05%	315
2018 Q2	$514	Buy	+20,296	New	+$514K	0.05%	303
2017 Q3	–	Sell	-80	Closed	-$2.04K	–	1281
2017 Q2	$2.04K	Buy	+80	New	+$2.04K	﹤0.01%	1309

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

NewEdge Advisors's IBMH Position: Q3 2019 in Review

NewEdge Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 176,164 shares — an estimated $4.48M sold.

NewEdge Advisors first reported a position in IBMH in Q2 2017 and held it in 6 quarters. The position peaked at $4.48M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

NewEdge Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
NewEdge Advisors sold 176,164 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $4.48M.
NewEdge Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2017 and held it in 6 quarters.
NewEdge Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $4.48M 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 NewEdge Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.