Bridgeworth’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Bridgeworth’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	-4,697	Closed	-$119K	–	660
2018 Q2	$119K	Buy	+4,697	New	+$119K	0.05%	187

Other funds holding IBMG

UCFA

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

Bridgeworth's IBMG Position: Q3 2018 in Review

Bridgeworth sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 4,697 shares — an estimated $119K sold.

Bridgeworth first reported a position in IBMG in Q2 2018 and held it in 1 quarter. The position peaked at $119K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Bridgeworth reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 4,697 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $119K.
Bridgeworth first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2018 and held it in 1 quarter.
Bridgeworth's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $119K 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 Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.