AG
IBMG

Advisor Group’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Advisor Group’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
-10,701
Closed -$272K – 5423
2018
Q2 		$272K Buy
10,701
+1,888
+21% +$48K ﹤0.01% 1751
2018
Q1 		$224K Buy
8,813
+7,632
+646% +$194K ﹤0.01% 1891
2017
Q4 		$30K Hold
1,181
– – ﹤0.01% 3450
2017
Q3 		$30K Hold
1,181
– – ﹤0.01% 3333
2017
Q2 		$30K Hold
1,181
– – ﹤0.01% 3223
2017
Q1 		$30K Buy
+1,181
New +$30.1K ﹤0.01% 3098

Other funds holding IBMG

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

Advisor Group's IBMG Position: Q3 2018 in Review

Advisor Group sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 10,701 shares — an estimated $272K sold.

Advisor Group first reported a position in IBMG in Q1 2017 and held it in 6 quarters. The position peaked at $272K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Advisor Group reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 10,701 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $272K.
  • Advisor Group first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2017 and held it in 6 quarters.
  • Advisor Group's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $272K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.