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

Westwind Capital’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	-2,525	Closed	-$64K	–	49
2019 Q2	$64K	Buy	+2,525	New	+$64.2K	0.04%	30

Other funds holding IBMH

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

Westwind Capital's IBMH Position: Q3 2019 in Review

Westwind Capital sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 2,525 shares — an estimated $64K sold.

Westwind Capital first reported a position in IBMH in Q2 2019 and held it in 1 quarter. The position peaked at $64K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Westwind Capital reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Westwind Capital sold 2,525 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $64K.
Westwind Capital first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2019 and held it in 1 quarter.
Westwind Capital's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $64K 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 Westwind Capital's 13F filing for Q3 2019, filed 7 Oct 2019.