WIC
IBMH

Whitegate Investment Counselors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Whitegate Investment Counselors’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
-10,850
Closed -$276K – 205
2019
Q2 		$276K Hold
10,850
– – 0.06% 165
2019
Q1 		$276K Buy
10,850
+600
+6% +$15.2K 0.06% 165
2018
Q4 		$260K Hold
10,250
– – 0.06% 162
2018
Q3 		$260K Hold
10,250
– – 0.05% 160
2018
Q2 		$260K Hold
10,250
– – 0.05% 165
2018
Q1 		$259K Buy
10,250
+400
+4% +$10.1K 0.06% 165
2017
Q4 		$249K Buy
9,850
+2,000
+25% +$50.9K 0.05% 167
2017
Q3 		$201K Buy
+7,850
New +$201K 0.04% 176

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

Whitegate Investment Counselors's IBMH Position: Q3 2019 in Review

Whitegate Investment Counselors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 10,850 shares — an estimated $276K sold.

Whitegate Investment Counselors first reported a position in IBMH in Q3 2017 and held it in 8 quarters. The position peaked at $276K in Q2 2019. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

  • Whitegate Investment Counselors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Whitegate Investment Counselors sold 10,850 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $276K.
  • Whitegate Investment Counselors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2017 and held it in 8 quarters.
  • Whitegate Investment Counselors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $276K 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 Whitegate Investment Counselors's 13F filing for Q3 2019, filed 25 Oct 2019.