BDO Wealth Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

BDO Wealth Advisors’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	-337	Closed	-$9K	–	682
2018 Q2	$9K	Hold	337	–	–	﹤0.01%	479
2018 Q1	$9K	Buy	+337	New	+$8.55K	﹤0.01%	412
2017 Q3	–	Sell	-337	Closed	-$9K	–	589
2017 Q2	$9K	Buy	+337	New	+$8.59K	﹤0.01%	393

Other funds holding IBMG

UCFA

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

BDO Wealth Advisors's IBMG Position: Q3 2018 in Review

BDO Wealth Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 337 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in IBMG in Q2 2017 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

BDO Wealth Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
BDO Wealth Advisors sold 337 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $9K.
BDO Wealth Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2017 and held it in 3 quarters.
BDO Wealth Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $9K in Q2 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.