Autus Asset Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Autus Asset Management’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	-12,000	Closed	-$304K	–	161
2018 Q2	$304K	Hold	12,000	–	–	0.05%	129
2018 Q1	$304K	Hold	12,000	–	–	0.06%	132
2017 Q4	$304K	Hold	12,000	–	–	0.06%	132
2017 Q3	$306K	Hold	12,000	–	–	0.06%	132
2017 Q2	$306K	Buy	12,000 +3,000	+33%	+$76.4K	0.06%	131
2017 Q1	$229K	Hold	9,000	–	–	0.05%	145
2016 Q4	$228K	Hold	9,000	–	–	0.05%	140
2016 Q3	$230K	Hold	9,000	–	–	0.05%	142
2016 Q2	$231K	Hold	9,000	–	–	0.05%	147
2016 Q1	$231K	Hold	9,000	–	–	0.06%	144
2015 Q4	$230K	Buy	+9,000	New	+$230K	0.06%	152

Other funds holding IBMG

UCFA

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

Autus Asset Management's IBMG Position: Q3 2018 in Review

Autus Asset Management sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 12,000 shares — an estimated $304K sold.

Autus Asset Management first reported a position in IBMG in Q4 2015 and held it in 11 quarters. The position peaked at $306K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Autus Asset Management reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Autus Asset Management sold 12,000 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $304K.
Autus Asset Management first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2015 and held it in 11 quarters.
Autus Asset Management's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $306K in Q3 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Autus Asset Management's 13F filing for Q3 2018, filed 26 Oct 2018.