W
IBMH

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

Wealthquest’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
-150,559
Closed -$3.83M – 141
2019
Q2 		$3.83M Sell
150,559
-3,494
-2% -$88.8K 1.45% 15
2019
Q1 		$3.92M Buy
154,053
+4,128
+3% +$105K 1.48% 16
2018
Q4 		$3.81M Buy
+149,925
New +$3.8M 1.56% 14

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

Wealthquest's IBMH Position: Q3 2019 in Review

Wealthquest sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 150,559 shares — an estimated $3.83M sold.

Wealthquest first reported a position in IBMH in Q4 2018 and held it in 3 quarters. The position peaked at $3.92M in Q1 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Wealthquest reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Wealthquest sold 150,559 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $3.83M.
  • Wealthquest first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2018 and held it in 3 quarters.
  • Wealthquest's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $3.92M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Wealthquest's 13F filing for Q3 2019, filed 18 Oct 2019.