Cambridge Investment Research Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Cambridge Investment Research 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
2017 Q4	–	Sell	-26,552	Closed	-$677K	–	2207
2017 Q3	$677K	Buy	26,552 +2	+0%	+$51	0.01%	1045
2017 Q2	$676K	Buy	26,550 +2	+0%	+$51	0.01%	1020
2017 Q1	$675K	Buy	26,548 +16,691	+169%	+$425K	0.01%	925
2016 Q4	$250K	Buy	9,857 +1,002	+11%	+$25.5K	﹤0.01%	1380
2016 Q3	$226K	Hold	8,855	–	–	﹤0.01%	1478
2016 Q2	$227K	Hold	8,855	–	–	﹤0.01%	1321
2016 Q1	$227K	Hold	8,855	–	–	0.01%	1338
2015 Q4	$226K	Hold	8,855	–	–	0.01%	1289
2015 Q3	$227K	Buy	+8,855	New	+$226K	0.01%	1185

Other funds holding IBMG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UCFA

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

Cambridge Investment Research Advisors's IBMG Position: Q4 2017 in Review

Cambridge Investment Research Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q4 2017, closing a stake of 26,552 shares — an estimated $677K sold.

Cambridge Investment Research Advisors first reported a position in IBMG in Q3 2015 and held it in 9 quarters. The position peaked at $677K in Q3 2017. 81 funds tracked by Wall St. Rank hold IBMG as of Q4 2017.

Cambridge Investment Research Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
Cambridge Investment Research Advisors sold 26,552 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q4 2017, an estimated $677K.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q3 2015 and held it in 9 quarters.
Cambridge Investment Research Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $677K in Q3 2017.
81 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q4 2017.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.