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

Stratos 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	-18,006	Closed	-$458K	–	1014
2019 Q2	$458K	Buy	18,006 +8	+0%	+$203	0.02%	605
2019 Q1	$458K	Buy	17,998 +5	+0%	+$127	0.02%	577
2018 Q4	$457K	Buy	17,993 +1,008	+6%	+$25.6K	0.02%	535
2018 Q3	$431K	Buy	16,985 +557	+3%	+$14.1K	0.02%	589
2018 Q2	$417K	Buy	16,428 +6,176	+60%	+$156K	0.02%	621
2018 Q1	$259K	Buy	10,252 +5,252	+105%	+$133K	0.01%	799
2017 Q4	$127K	Buy	+5,000	New	+$127K	0.01%	1059

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

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

Stratos Wealth Partners sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 18,006 shares — an estimated $458K sold.

Stratos Wealth Partners first reported a position in IBMH in Q4 2017 and held it in 7 quarters. The position peaked at $458K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Stratos Wealth Partners reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Stratos Wealth Partners sold 18,006 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $458K.
Stratos Wealth Partners first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2017 and held it in 7 quarters.
Stratos Wealth Partners's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $458K 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 Stratos Wealth Partners's 13F filing for Q3 2019, filed 12 Nov 2019.