SCA
IBMH

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

Stonebridge Capital 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
-61,031
Closed -$1.55M – 978
2019
Q2 		$1.55M Buy
61,031
+3,542
+6% +$90.1K 0.28% 91
2019
Q1 		$1.46M Buy
+57,489
New +$1.46M 0.27% 94

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

Stonebridge Capital Advisors's IBMH Position: Q3 2019 in Review

Stonebridge Capital Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 61,031 shares — an estimated $1.55M sold.

Stonebridge Capital Advisors first reported a position in IBMH in Q1 2019 and held it in 2 quarters. The position peaked at $1.55M in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Stonebridge Capital Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 61,031 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $1.55M.
  • Stonebridge Capital Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2019 and held it in 2 quarters.
  • Stonebridge Capital Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.55M 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 Stonebridge Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.