TCM
IBMH

Tradition Capital Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Tradition Capital Management’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
2017
Q4 		– Sell
-17,300
Closed -$442K – 189
2017
Q3 		$442K Buy
17,300
+2,400
+16% +$61.4K 0.14% 123
2017
Q2 		$380K Buy
+14,900
New +$381K 0.13% 134

Other funds holding IBMH

GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Tradition Capital Management's IBMH Position: Q4 2017 in Review

Tradition Capital Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q4 2017, closing a stake of 17,300 shares — an estimated $442K sold.

Tradition Capital Management first reported a position in IBMH in Q2 2017 and held it in 2 quarters. The position peaked at $442K in Q3 2017. 81 funds tracked by Wall St. Rank hold IBMH as of Q4 2017.

  • Tradition Capital Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Tradition Capital Management sold 17,300 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q4 2017, an estimated $442K.
  • Tradition Capital Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2017 and held it in 2 quarters.
  • Tradition Capital Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $442K in Q3 2017.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q4 2017.

Based on Tradition Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.