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

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-7,869	Closed	-$199K	–	967
2018 Q1	$199K	Sell	7,869 -735	-9%	-$18.6K	0.15%	135
2017 Q4	$219K	Sell	8,604 -447	-5%	-$11.4K	0.16%	114
2017 Q3	$231K	Hold	9,051	–	–	0.21%	96
2017 Q2	$231K	Buy	9,051 +2,850	+46%	+$72.9K	0.24%	85
2017 Q1	$158K	Sell	6,201 -1,587	-20%	-$40.4K	0.17%	111
2016 Q4	$198K	Buy	+7,788	New	+$198K	0.27%	77

Other funds holding IBMH

GWA

Guidant Wealth Advisors Palatine, Illinois $269M AUM 2.79% 1-Year Est. Return

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

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

Patriot Financial Group Insurance Agency's IBMH Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q2 2018, closing a stake of 7,869 shares — an estimated $199K sold.

Patriot Financial Group Insurance Agency first reported a position in IBMH in Q4 2016 and held it in 6 quarters. The position peaked at $231K in Q3 2017. 96 funds tracked by Wall St. Rank hold IBMH as of Q2 2018.

Patriot Financial Group Insurance Agency reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 7,869 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q2 2018, an estimated $199K.
Patriot Financial Group Insurance Agency first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2016 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $231K in Q3 2017.
96 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.