Tarbox Family Office’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Tarbox Family Office’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	-3,900	Closed	-$99K	–	1176
2019 Q2	$99K	Hold	3,900	–	–	0.03%	126
2019 Q1	$99K	Hold	3,900	–	–	0.04%	119
2018 Q4	$99K	Hold	3,900	–	–	0.04%	114
2018 Q3	$99K	Hold	3,900	–	–	0.04%	122
2018 Q2	$99K	Hold	3,900	–	–	0.04%	121
2018 Q1	$99K	Hold	3,900	–	–	0.04%	127
2017 Q4	$99K	Hold	3,900	–	–	0.04%	126
2017 Q3	$100K	Buy	+3,900	New	+$99.8K	0.04%	117

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

Tarbox Family Office's IBMH Position: Q3 2019 in Review

Tarbox Family Office sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 3,900 shares — an estimated $99K sold.

Tarbox Family Office first reported a position in IBMH in Q3 2017 and held it in 8 quarters. The position peaked at $100K in Q3 2017. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Tarbox Family Office reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Tarbox Family Office sold 3,900 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $99K.
Tarbox Family Office first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2017 and held it in 8 quarters.
Tarbox Family Office's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $100K in Q3 2017.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Tarbox Family Office's 13F filing for Q3 2019, filed 25 Oct 2019.