Boston 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 |
-9,936
| Closed | -$271K | – | 695 |
|
|
2017
Q2 | $271K | Sell |
9,936
-2,800
| -22% | -$76.2K | 0.01% | 593 |
|
|
2017
Q1 | $347K | Sell |
12,736
-7,335
| -37% | -$200K | 0.01% | 543 |
|
|
2016
Q4 | $546K | Buy |
20,071
+1,440
| +8% | +$39.2K | 0.01% | 460 |
|
|
2016
Q3 | $509K | Buy |
18,631
+4,925
| +36% | +$135K | 0.01% | 506 |
|
|
2016
Q2 | $375K | Buy |
13,706
+390
| +3% | +$10.7K | 0.01% | 549 |
|
|
2016
Q1 | $365K | Buy |
13,316
+5,520
| +71% | +$151K | 0.01% | 537 |
|
|
2015
Q4 | $213K | Buy |
+7,796
| New | +$214K | 0.01% | 630 |
|
|
2015
Q2 | – | Sell |
-36,320
| Closed | -$1M | – | 705 |
|
|
2015
Q1 | $1M | Sell |
36,320
-3,674
| -9% | -$101K | 0.04% | 290 |
|
|
2014
Q4 | $1.1M | Sell |
39,994
-37,528
| -48% | -$1.03M | 0.05% | 257 |
|
|
2014
Q3 | $2.14M | Buy |
+77,522
| New | +$2.14M | 0.09% | 201 |
|
|
2014
Q2 | – | Sell |
-78,166
| Closed | -$2.15M | – | 608 |
|
|
2014
Q1 | $2.15M | Sell |
78,166
-3,414
| -4% | -$94.4K | 0.1% | 203 |
|
|
2013
Q4 | $2.24M | Buy |
+81,580
| New | +$2.25M | 0.11% | 180 |
|
Boston Advisors's IBMF Position: Q3 2017 in Review
Boston Advisors sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 9,936 shares — an estimated $271K sold.
Boston Advisors first reported a position in IBMF in Q4 2013 and held it in 12 quarters. The position peaked at $2.24M in Q4 2013. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.
- Boston Advisors reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
- Boston Advisors sold 9,936 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $271K.
- Boston Advisors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2013 and held it in 12 quarters.
- Boston Advisors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $2.24M in Q4 2013.
- 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.
Based on Boston Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.