Avior Wealth Management’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
-92
Closed -$3K 530
2017
Q2
$3K Hold
92
﹤0.01% 404
2017
Q1
$3K Hold
92
﹤0.01% 445
2016
Q4
$3K Hold
92
﹤0.01% 441
2016
Q3
$3K Hold
92
﹤0.01% 419
2016
Q2
$3K Hold
92
﹤0.01% 410
2016
Q1
$3K Hold
92
﹤0.01% 428
2015
Q4
$3K Hold
92
﹤0.01% 400
2015
Q3
$3K Hold
92
﹤0.01% 365
2015
Q2
$3K Hold
92
﹤0.01% 344
2015
Q1
$3K Hold
92
﹤0.01% 314
2014
Q4
$3K Hold
92
﹤0.01% 295
2014
Q3
$3K Hold
92
﹤0.01% 293
2014
Q2
$3K Hold
92
﹤0.01% 300
2014
Q1
$3K Buy
+92
New +$2.54K ﹤0.01% 305

Avior Wealth Management's IBMF Position: Q3 2017 in Review

Avior Wealth Management sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 92 shares — an estimated $3K sold.

Avior Wealth Management first reported a position in IBMF in Q1 2014 and held it in 14 quarters. The position peaked at $3K in Q2 2017. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • Avior Wealth Management reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Avior Wealth Management sold 92 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $3K.
  • Avior Wealth Management first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q1 2014 and held it in 14 quarters.
  • Avior Wealth Management's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $3K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on Avior Wealth Management's 13F filing for Q3 2017, filed 8 Nov 2017.