SIS
IBMH

Sound Income Strategies’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Sound Income Strategies’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
-25
Closed -$1K – 833
2018
Q1 		$1K Buy
+25
New +$634 ﹤0.01% 568

Other funds holding IBMH

GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 2.79% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
GA
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sound Income Strategies's IBMH Position: Q2 2018 in Review

Sound Income Strategies sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q2 2018, closing a stake of 25 shares — an estimated $1K sold.

Sound Income Strategies first reported a position in IBMH in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 96 funds tracked by Wall St. Rank hold IBMH as of Q2 2018.

  • Sound Income Strategies reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Sound Income Strategies sold 25 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q2 2018, an estimated $1K.
  • Sound Income Strategies first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2018 and held it in 1 quarter.
  • Sound Income Strategies's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1K in Q1 2018.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2018.

Based on Sound Income Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.