1IA
IBMG

1834 Investment Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

1834 Investment Advisors’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-18,865
Closed -$479K – 436
2018
Q2 		$479K Hold
18,865
– – 0.08% 122
2018
Q1 		$479K Sell
18,865
-7,014
-27% -$178K 0.08% 124
2017
Q4 		$657K Hold
25,879
– – 0.1% 118
2017
Q3 		$660K Hold
25,879
– – 0.12% 103
2017
Q2 		$659K Sell
25,879
-507
-2% -$12.9K 0.12% 108
2017
Q1 		$671K Hold
26,386
– – 0.13% 106
2016
Q4 		$670K Buy
26,386
+395
+2% +$10.1K 0.14% 105
2016
Q3 		$664K Sell
25,991
-400
-2% -$10.3K 0.14% 102
2016
Q2 		$677K Sell
26,391
-1,000
-4% -$25.6K 0.15% 112
2016
Q1 		$701K Sell
27,391
-1,000
-4% -$25.6K 0.16% 103
2015
Q4 		$725K Buy
28,391
+1,507
+6% +$38.5K 0.17% 105
2015
Q3 		$688K Buy
+26,884
New +$687K 0.17% 111

Other funds holding IBMG

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

1834 Investment Advisors's IBMG Position: Q3 2018 in Review

1834 Investment Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 18,865 shares — an estimated $479K sold.

1834 Investment Advisors first reported a position in IBMG in Q3 2015 and held it in 12 quarters. The position peaked at $725K in Q4 2015. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • 1834 Investment Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • 1834 Investment Advisors sold 18,865 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $479K.
  • 1834 Investment Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q3 2015 and held it in 12 quarters.
  • 1834 Investment Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $725K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on 1834 Investment Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.