Commonwealth Equity Services
IBMG

Commonwealth Equity Services’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Commonwealth Equity Services’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
-46,254
Closed -$1.18M – 2920
2018
Q2 		$1.18M Buy
46,254
+668
+1% +$17K 0.01% 1193
2018
Q1 		$1.16M Sell
45,586
-3,851
-8% -$97.7K 0.01% 1175
2017
Q4 		$1.25M Buy
49,437
+7,228
+17% +$184K 0.01% 1105
2017
Q3 		$1.08M Sell
42,209
-1,352
-3% -$34.5K 0.01% 1148
2017
Q2 		$1.11M Sell
43,561
-1,249
-3% -$31.8K 0.01% 1091
2017
Q1 		$1.14M Buy
44,810
+29,778
+198% +$759K 0.01% 1053
2016
Q4 		$382K Buy
15,032
+2,104
+16% +$53.5K ﹤0.01% 1594
2016
Q3 		$330K Buy
12,928
+3,654
+39% +$93.7K ﹤0.01% 1645
2016
Q2 		$238K Buy
9,274
+468
+5% +$12K ﹤0.01% 1831
2016
Q1 		$226K Hold
8,806
– – ﹤0.01% 1832
2015
Q4 		$225K Buy
8,806
+455
+5% +$11.6K ﹤0.01% 1800
2015
Q3 		$214K Hold
8,351
– – ﹤0.01% 1783
2015
Q2 		$213K Buy
+8,351
New +$212K ﹤0.01% 1884

Other funds holding IBMG

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

Commonwealth Equity Services's IBMG Position: Q3 2018 in Review

Commonwealth Equity Services sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 46,254 shares — an estimated $1.18M sold.

Commonwealth Equity Services first reported a position in IBMG in Q2 2015 and held it in 13 quarters. The position peaked at $1.25M in Q4 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Commonwealth Equity Services reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 46,254 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $1.18M.
  • Commonwealth Equity Services first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2015 and held it in 13 quarters.
  • Commonwealth Equity Services's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $1.25M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Commonwealth Equity Services's 13F filing for Q3 2018, filed 6 Nov 2018.