Wilbanks Smith & Thomas Asset Management’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-8,600	Closed	-$219K	–	450
2019 Q2	$219K	Hold	8,600	–	–	0.01%	387
2019 Q1	$219K	Sell	8,600 -393	-4%	-$9.98K	0.01%	376
2018 Q4	$228K	Buy	8,993 +393	+5%	+$9.96K	0.02%	309
2018 Q3	$218K	Buy	+8,600	New	+$218K	0.01%	375

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

Wilbanks Smith & Thomas Asset Management's IBMH Position: Q3 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2019, closing a stake of 8,600 shares — an estimated $219K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IBMH in Q3 2018 and held it in 4 quarters. The position peaked at $228K in Q4 2018. 2 funds tracked by Wall St. Rank hold IBMH as of Q3 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 8,600 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2019, an estimated $219K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q3 2018 and held it in 4 quarters.
Wilbanks Smith & Thomas Asset Management's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $228K in Q4 2018.
2 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2019, filed 6 Nov 2019.