SWP
IBMH

Strategic Wealth Partners’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Strategic Wealth Partners’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
-3,756
Closed -$95K – 790
2019
Q2 		$95K Buy
3,756
+1,967
+110% +$50K 0.05% 184
2019
Q1 		$45K Buy
1,789
+1,000
+127% +$25.4K 0.02% 251
2018
Q4 		$20K Hold
789
– – 0.01% 342
2018
Q3 		$20K Hold
789
– – 0.01% 340
2018
Q2 		$20K Hold
789
– – 0.01% 402
2018
Q1 		$20K Buy
+789
New +$20K 0.01% 361

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

Strategic Wealth Partners's IBMH Position: Q3 2019 in Review

Strategic Wealth Partners sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 3,756 shares — an estimated $95K sold.

Strategic Wealth Partners first reported a position in IBMH in Q1 2018 and held it in 6 quarters. The position peaked at $95K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Strategic Wealth Partners reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 3,756 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $95K.
  • Strategic Wealth Partners first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2018 and held it in 6 quarters.
  • Strategic Wealth Partners's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $95K 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 Strategic Wealth Partners's 13F filing for Q3 2019, filed 28 Oct 2019.