Stifel Financial’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Stifel Financial’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	-61,424	Closed	-$1.56M	–	3044
2019 Q2	$1.56M	Buy	61,424 +6,366	+12%	+$162K	﹤0.01%	1507
2019 Q1	$1.41M	Sell	55,058 -4,319	-7%	-$110K	﹤0.01%	1451
2018 Q4	$1.51M	Buy	59,377 +19,640	+49%	+$498K	﹤0.01%	1303
2018 Q3	$1.01M	Buy	39,737 +17,678	+80%	+$449K	﹤0.01%	1660
2018 Q2	$562K	Buy	+22,059	New	+$559K	﹤0.01%	1966

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

Stifel Financial's IBMH Position: Q3 2019 in Review

Stifel Financial sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 61,424 shares — an estimated $1.56M sold.

Stifel Financial first reported a position in IBMH in Q2 2018 and held it in 5 quarters. The position peaked at $1.56M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Stifel Financial reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Stifel Financial sold 61,424 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $1.56M.
Stifel Financial first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2018 and held it in 5 quarters.
Stifel Financial's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.56M 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 Stifel Financial's 13F filing for Q3 2019, filed 13 Nov 2019.