Advisornet Financial’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Advisornet Financial’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	-2,625	Closed	-$67K	–	1708
2018 Q2	$67K	Hold	2,625	–	–	0.01%	637
2018 Q1	$67K	Hold	2,625	–	–	0.01%	626
2017 Q4	$67K	Buy	+2,625	New	+$66.7K	0.01%	577

Other funds holding IBMG

UCFA

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

Advisornet Financial's IBMG Position: Q3 2018 in Review

Advisornet Financial sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 2,625 shares — an estimated $67K sold.

Advisornet Financial first reported a position in IBMG in Q4 2017 and held it in 3 quarters. The position peaked at $67K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Advisornet Financial reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Advisornet Financial sold 2,625 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $67K.
Advisornet Financial first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2017 and held it in 3 quarters.
Advisornet Financial's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $67K 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 Advisornet Financial's 13F filing for Q3 2018, filed 14 Nov 2018.