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

Prism 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	-50,290	Closed	-$1.28M	–	61
2019 Q2	$1.28M	Hold	50,290	–	–	0.73%	32
2019 Q1	$1.28M	Hold	50,290	–	–	0.73%	30
2018 Q4	$1.28M	Buy	50,290 +5,542	+12%	+$140K	0.81%	30
2018 Q3	$1.13M	Buy	44,748 +5,298	+13%	+$134K	0.66%	34
2018 Q2	$1M	Hold	39,450	–	–	0.53%	35
2018 Q1	$998K	Buy	39,450 +1,975	+5%	+$50.1K	0.56%	33
2017 Q4	$949K	Buy	+37,475	New	+$953K	0.52%	31

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

Prism Advisors's IBMH Position: Q3 2019 in Review

Prism Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 50,290 shares — an estimated $1.28M sold.

Prism Advisors first reported a position in IBMH in Q4 2017 and held it in 7 quarters. The position peaked at $1.28M in Q1 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Prism Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Prism Advisors sold 50,290 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $1.28M.
Prism Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 7 quarters.
Prism Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.28M in Q1 2019.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Prism Advisors's 13F filing for Q3 2019, filed 30 Oct 2019.