BDO 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
-316
Closed -$9K 579
2017
Q2
$9K Buy
+316
New +$8.6K ﹤0.01% 391

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

BDO Wealth Advisors sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 316 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in IBMF in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • BDO Wealth Advisors reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 316 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $9K.
  • BDO Wealth Advisors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $9K 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 BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.