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

OneDigital Investment 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 Q2	–	Sell	-8,290	Closed	-$211K	–	1316
2019 Q1	$211K	Hold	8,290	–	–	0.03%	277
2018 Q4	$210K	Hold	8,290	–	–	0.04%	254
2018 Q3	$210K	Hold	8,290	–	–	0.05%	174
2018 Q2	$210K	Hold	8,290	–	–	0.04%	207
2018 Q1	$210K	Hold	8,290	–	–	0.05%	217
2017 Q4	$210K	Buy	+8,290	New	+$211K	0.02%	224
2017 Q3	–	Sell	-8,290	Closed	-$212K	–	1211
2017 Q2	$212K	Buy	+8,290	New	+$212K	0.06%	188

Other funds holding IBMH

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OneDigital Investment Advisors's IBMH Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q2 2019, closing a stake of 8,290 shares — an estimated $211K sold.

OneDigital Investment Advisors first reported a position in IBMH in Q2 2017 and held it in 7 quarters. The position peaked at $212K in Q2 2017. 101 funds tracked by Wall St. Rank hold IBMH as of Q2 2019.

OneDigital Investment Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 8,290 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q2 2019, an estimated $211K.
OneDigital Investment Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2017 and held it in 7 quarters.
OneDigital Investment Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $212K in Q2 2017.
101 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.