1834 Investment Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-11,406
Closed -$311K 178
2017
Q2
$311K Sell
11,406
-4,056
-26% -$110K 0.06% 142
2017
Q1
$421K Sell
15,462
-11,400
-42% -$311K 0.08% 136
2016
Q4
$731K Hold
26,862
0.15% 102
2016
Q3
$734K Hold
26,862
0.16% 97
2016
Q2
$735K Sell
26,862
-1,000
-4% -$27.4K 0.16% 108
2016
Q1
$764K Hold
27,862
0.17% 101
2015
Q4
$762K Buy
27,862
+1,200
+5% +$32.9K 0.18% 101
2015
Q3
$733K Buy
+26,662
New +$732K 0.18% 104

1834 Investment Advisors's IBMF Position: Q3 2017 in Review

1834 Investment Advisors sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 11,406 shares — an estimated $311K sold.

1834 Investment Advisors first reported a position in IBMF in Q3 2015 and held it in 8 quarters. The position peaked at $764K in Q1 2016. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • 1834 Investment Advisors reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • 1834 Investment Advisors sold 11,406 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $311K.
  • 1834 Investment Advisors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q3 2015 and held it in 8 quarters.
  • 1834 Investment Advisors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $764K in Q1 2016.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on 1834 Investment Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.