RJFSA
IBMH

Raymond James Financial Services Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Raymond James Financial Services 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
-222,192
Closed -$5.65M – 2968
2019
Q2 		$5.65M Sell
222,192
-17,026
-7% -$433K 0.02% 635
2019
Q1 		$6.09M Sell
239,218
-8,264
-3% -$210K 0.03% 580
2018
Q4 		$6.28M Buy
247,482
+34,698
+16% +$880K 0.03% 462
2018
Q3 		$5.39M Buy
212,784
+13,720
+7% +$348K 0.02% 625
2018
Q2 		$5.05M Sell
199,064
-3,655
-2% -$92.6K 0.03% 603
2018
Q1 		$5.13M Buy
202,719
+45,982
+29% +$1.17M 0.03% 539
2017
Q4 		$3.97M Buy
156,737
+17,453
+13% +$444K 0.02% 630
2017
Q3 		$3.56M Buy
139,284
+2,545
+2% +$65.1K 0.02% 666
2017
Q2 		$3.49M Buy
136,739
+3,428
+3% +$87.6K 0.02% 652
2017
Q1 		$3.4M Buy
133,311
+18,903
+17% +$482K 0.03% 610
2016
Q4 		$2.9M Buy
114,408
+19,401
+20% +$494K 0.02% 626
2016
Q3 		$2.44M Buy
95,007
+24,393
+35% +$629K 0.02% 678
2016
Q2 		$1.82M Buy
70,614
+54,373
+335% +$1.4M 0.02% 778
2016
Q1 		$417K Buy
+16,241
New +$417K ﹤0.01% 1354

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

Raymond James Financial Services Advisors's IBMH Position: Q3 2019 in Review

Raymond James Financial Services Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 222,192 shares — an estimated $5.65M sold.

Raymond James Financial Services Advisors first reported a position in IBMH in Q1 2016 and held it in 14 quarters. The position peaked at $6.28M in Q4 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Raymond James Financial Services Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 222,192 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $5.65M.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2016 and held it in 14 quarters.
  • Raymond James Financial Services Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $6.28M in Q4 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.