PWS
IBMH

Peloton Wealth Strategists’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Peloton Wealth Strategists’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
-8,500
Closed -$216K – 73
2019
Q2 		$216K Buy
+8,500
New +$216K 0.14% 65

Other funds holding IBMH

DC
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

Peloton Wealth Strategists's IBMH Position: Q3 2019 in Review

Peloton Wealth Strategists sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 8,500 shares — an estimated $216K sold.

Peloton Wealth Strategists first reported a position in IBMH in Q2 2019 and held it in 1 quarter. The position peaked at $216K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Peloton Wealth Strategists reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Peloton Wealth Strategists sold 8,500 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $216K.
  • Peloton Wealth Strategists first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2019 and held it in 1 quarter.
  • Peloton Wealth Strategists's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $216K 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 Peloton Wealth Strategists's 13F filing for Q3 2019, filed 13 Nov 2019.