AssetMark Inc’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
-8,035
Closed -$219K 1693
2017
Q2
$219K Sell
8,035
-212,497
-96% -$5.78M ﹤0.01% 431
2017
Q1
$6.01M Buy
+220,532
New +$6.01M 0.08% 175

AssetMark Inc's IBMF Position: Q3 2017 in Review

AssetMark Inc sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 8,035 shares — an estimated $219K sold.

AssetMark Inc first reported a position in IBMF in Q1 2017 and held it in 2 quarters. The position peaked at $6.01M in Q1 2017. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • AssetMark Inc reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • AssetMark Inc sold 8,035 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $219K.
  • AssetMark Inc first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q1 2017 and held it in 2 quarters.
  • AssetMark Inc's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $6.01M in Q1 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on AssetMark Inc's 13F filing for Q3 2017, filed 8 Nov 2017.