American Economic Planning Group’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

American Economic Planning 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	-12,223	Closed	-$311K	–	79
2018 Q2	$311K	Buy	+12,223	New	+$310K	0.12%	54
2016 Q4	–	Sell	-7,843	Closed	-$201K	–	66
2016 Q3	$201K	Buy	7,843 +10	+0.1%	+$256	0.08%	60
2016 Q2	$201K	Buy	7,833 +11	+0.1%	+$282	0.08%	58
2016 Q1	$200K	Buy	+7,822	New	+$200K	0.08%	56

Other funds holding IBMG

UCFA

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

American Economic Planning Group's IBMG Position: Q3 2018 in Review

American Economic Planning Group sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 12,223 shares — an estimated $311K sold.

American Economic Planning Group first reported a position in IBMG in Q1 2016 and held it in 4 quarters. The position peaked at $311K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

American Economic Planning Group reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
American Economic Planning Group sold 12,223 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $311K.
American Economic Planning Group first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2016 and held it in 4 quarters.
American Economic Planning Group's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $311K 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 American Economic Planning Group's 13F filing for Q3 2018, filed 16 Oct 2018.