TFF
IBMH

The Family Firm’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

The Family Firm’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
-11,794
Closed -$300K – 146
2019
Q2 		$300K Buy
11,794
+37
+0.3% +$941 0.11% 114
2019
Q1 		$299K Buy
11,757
+22
+0.2% +$559 0.11% 113
2018
Q4 		$298K Buy
11,735
+39
+0.3% +$989 0.12% 102
2018
Q3 		$296K Buy
11,696
+31
+0.3% +$787 0.11% 111
2018
Q2 		$296K Buy
11,665
+31
+0.3% +$785 0.11% 101
2018
Q1 		$294K Buy
11,634
+21
+0.2% +$532 0.11% 104
2017
Q4 		$294K Buy
11,613
+35
+0.3% +$890 0.12% 103
2017
Q3 		$296K Buy
11,578
+28
+0.2% +$716 0.12% 99
2017
Q2 		$295K Buy
11,550
+29
+0.3% +$741 0.13% 97
2017
Q1 		$294K Buy
11,521
+21
+0.2% +$535 0.14% 85
2016
Q4 		$291K Buy
11,500
+37
+0.3% +$941 0.14% 88
2016
Q3 		$294K Buy
11,463
+28
+0.2% +$722 0.14% 83
2016
Q2 		$294K Buy
11,435
+29
+0.3% +$746 0.15% 83
2016
Q1 		$293K Buy
11,406
+29
+0.3% +$745 0.15% 83
2015
Q4 		$291K Buy
11,377
+31
+0.3% +$791 0.15% 82
2015
Q3 		$290K Buy
+11,346
New +$289K 0.16% 78

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

The Family Firm's IBMH Position: Q3 2019 in Review

The Family Firm sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 11,794 shares — an estimated $300K sold.

The Family Firm first reported a position in IBMH in Q3 2015 and held it in 16 quarters. The position peaked at $300K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • The Family Firm reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • The Family Firm sold 11,794 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $300K.
  • The Family Firm first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2015 and held it in 16 quarters.
  • The Family Firm's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $300K 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 The Family Firm's 13F filing for Q3 2019, filed 12 Nov 2019.