SIC
IBMH

Sigma Investment Counselors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Sigma Investment Counselors’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
-10,075
Closed -$256K – 166
2019
Q2 		$256K Sell
10,075
-1,800
-15% -$45.8K 0.03% 139
2019
Q1 		$302K Buy
11,875
+1,300
+12% +$33K 0.04% 118
2018
Q4 		$268K Buy
+10,575
New +$268K 0.04% 125

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

Sigma Investment Counselors's IBMH Position: Q3 2019 in Review

Sigma Investment Counselors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 10,075 shares — an estimated $256K sold.

Sigma Investment Counselors first reported a position in IBMH in Q4 2018 and held it in 3 quarters. The position peaked at $302K in Q1 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Sigma Investment Counselors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Sigma Investment Counselors sold 10,075 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $256K.
  • Sigma Investment Counselors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2018 and held it in 3 quarters.
  • Sigma Investment Counselors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $302K 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 Sigma Investment Counselors's 13F filing for Q3 2019, filed 18 Oct 2019.