TF
IBMH

TLWM Financial’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

TLWM Financial’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
-22,494
Closed -$572K – 65
2019
Q2 		$572K Hold
22,494
– – 0.33% 29
2019
Q1 		$572K Hold
22,494
– – 0.32% 28
2018
Q4 		$571K Buy
+22,494
New +$570K 0.35% 32

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

TLWM Financial's IBMH Position: Q3 2019 in Review

TLWM Financial sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 22,494 shares — an estimated $572K sold.

TLWM Financial first reported a position in IBMH in Q4 2018 and held it in 3 quarters. The position peaked at $572K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • TLWM Financial reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • TLWM Financial sold 22,494 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $572K.
  • TLWM Financial first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2018 and held it in 3 quarters.
  • TLWM Financial's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $572K 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 TLWM Financial's 13F filing for Q3 2019, filed 5 Nov 2019.