VA
IBMH

Valmark Advisers’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Valmark Advisers’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
-27,760
Closed -$706K – 244
2019
Q2 		$706K Buy
27,760
+1,315
+5% +$33.4K 0.02% 116
2019
Q1 		$673K Buy
26,445
+777
+3% +$19.7K 0.02% 116
2018
Q4 		$652K Buy
25,668
+742
+3% +$18.8K 0.02% 110
2018
Q3 		$632K Sell
24,926
-6,248
-20% -$159K 0.01% 112
2018
Q2 		$792K Buy
31,174
+1,123
+4% +$28.4K 0.02% 96
2018
Q1 		$760K Buy
30,051
+2,805
+10% +$71.1K 0.02% 92
2017
Q4 		$690K Buy
27,246
+6,694
+33% +$170K 0.01% 99
2017
Q3 		$525K Buy
20,552
+3,346
+19% +$85.6K 0.01% 48
2017
Q2 		$439K Buy
17,206
+107
+0.6% +$2.73K 0.01% 54
2017
Q1 		$437K Sell
17,099
-725
-4% -$18.5K 0.01% 49
2016
Q4 		$451K Buy
17,824
+1,514
+9% +$38.5K 0.01% 50
2016
Q3 		$418K Buy
+16,310
New +$420K 0.01% 54

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

Valmark Advisers's IBMH Position: Q3 2019 in Review

Valmark Advisers sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 27,760 shares — an estimated $706K sold.

Valmark Advisers first reported a position in IBMH in Q3 2016 and held it in 12 quarters. The position peaked at $792K in Q2 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Valmark Advisers reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Valmark Advisers sold 27,760 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $706K.
  • Valmark Advisers first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2016 and held it in 12 quarters.
  • Valmark Advisers's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $792K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Valmark Advisers's 13F filing for Q3 2019, filed 6 Nov 2019.