Colony Group’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Colony Group’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	-17,677	Closed	-$481K	–	472
2017 Q2	$481K	Buy	+17,677	New	+$481K	0.03%	292
2016 Q1	–	Sell	-24,111	Closed	-$659K	–	743
2015 Q4	$659K	Buy	24,111 +1,850	+8%	+$50.7K	0.06%	233
2015 Q3	$612K	Sell	22,261 -1,891	-8%	-$51.9K	0.07%	220
2015 Q2	$663K	Buy	24,152 +9,412	+64%	+$259K	0.07%	232
2015 Q1	$406K	Sell	14,740 -3,920	-21%	-$108K	0.04%	231
2014 Q4	$512K	Buy	18,660 +4,460	+31%	+$123K	0.05%	250
2014 Q3	$392K	Buy	+14,200	New	+$392K	0.04%	262

Colony Group's IBMF Position: Q3 2017 in Review

Colony Group sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 17,677 shares — an estimated $481K sold.

Colony Group first reported a position in IBMF in Q3 2014 and held it in 7 quarters. The position peaked at $663K in Q2 2015. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

Colony Group reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
Colony Group sold 17,677 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $481K.
Colony Group first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q3 2014 and held it in 7 quarters.
Colony Group's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $663K in Q2 2015.
0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on Colony Group's 13F filing for Q3 2017, filed 15 Nov 2017.