ACS
IBMG

Archford Capital Strategies’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Archford Capital Strategies’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
-11,587
Closed -$294K – 724
2018
Q2 		$294K Sell
11,587
-4,867
-30% -$124K 0.1% 186
2018
Q1 		$418K Buy
+16,454
New +$417K 0.17% 109

Other funds holding IBMG

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

Archford Capital Strategies's IBMG Position: Q3 2018 in Review

Archford Capital Strategies sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 11,587 shares — an estimated $294K sold.

Archford Capital Strategies first reported a position in IBMG in Q1 2018 and held it in 2 quarters. The position peaked at $418K in Q1 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Archford Capital Strategies reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 11,587 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $294K.
  • Archford Capital Strategies first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2018 and held it in 2 quarters.
  • Archford Capital Strategies's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $418K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.