W
IBMH

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

WealthOne’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
Q1 		– Sell
-956
Closed -$24K – 605
2018
Q4 		$24K Buy
+956
New +$24.2K 0.02% 258

Other funds holding IBMH

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthOne's IBMH Position: Q1 2019 in Review

WealthOne sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q1 2019, closing a stake of 956 shares — an estimated $24K sold.

WealthOne first reported a position in IBMH in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 104 funds tracked by Wall St. Rank hold IBMH as of Q1 2019.

  • WealthOne reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 956 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q1 2019, an estimated $24K.
  • WealthOne first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $24K in Q4 2018.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.