ARS Wealth Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-8,530
Closed -$232K 127
2017
Q2
$232K Hold
8,530
0.09% 108
2017
Q1
$232K Hold
8,530
0.1% 104
2016
Q4
$232K Hold
8,530
0.1% 91
2016
Q3
$233K Hold
8,530
0.1% 85
2016
Q2
$233K Hold
8,530
0.1% 78
2016
Q1
$234K Hold
8,530
0.11% 66
2015
Q4
$233K Hold
8,530
0.12% 66
2015
Q3
$234K Hold
8,530
0.12% 65
2015
Q2
$234K Hold
8,530
0.1% 60
2015
Q1
$235K Hold
8,530
0.1% 61
2014
Q4
$234K Hold
8,530
0.1% 63
2014
Q3
$235K Hold
8,530
0.11% 59
2014
Q2
$236K Hold
8,530
0.11% 62
2014
Q1
$235K Hold
8,530
0.14% 53
2013
Q4
$234K Buy
+8,530
New +$235K 0.14% 57

ARS Wealth Advisors's IBMF Position: Q3 2017 in Review

ARS Wealth Advisors sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 8,530 shares — an estimated $232K sold.

ARS Wealth Advisors first reported a position in IBMF in Q4 2013 and held it in 15 quarters. The position peaked at $236K in Q2 2014. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • ARS Wealth Advisors reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • ARS Wealth Advisors sold 8,530 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $232K.
  • ARS Wealth Advisors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2013 and held it in 15 quarters.
  • ARS Wealth Advisors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $236K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on ARS Wealth Advisors's 13F filing for Q3 2017, filed 11 Jun 2021.