CFA
IBMF

Carroll Financial Associates’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Carroll Financial Associates’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,700
Closed -$100K – 1319
2017
Q2 		$100K Hold
3,700
– – 0.01% 375
2017
Q1 		$100K Hold
3,700
– – 0.01% 355
2016
Q4 		$100K Hold
3,700
– – 0.01% 347
2016
Q3 		$101K Hold
3,700
– – 0.02% 341
2016
Q2 		$101K Buy
+3,700
New +$101K 0.02% 329

Carroll Financial Associates's IBMF Position: Q3 2017 in Review

Carroll Financial Associates sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 3,700 shares — an estimated $100K sold.

Carroll Financial Associates first reported a position in IBMF in Q2 2016 and held it in 5 quarters. The position peaked at $101K in Q3 2016. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • Carroll Financial Associates reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 3,700 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $100K.
  • Carroll Financial Associates first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2016 and held it in 5 quarters.
  • Carroll Financial Associates's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $101K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on Carroll Financial Associates's 13F filing for Q3 2017, filed 25 Oct 2017.