First Allied Advisory Services’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

First Allied Advisory 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 Q1	–	Sell	-1,328	Closed	-$34K	–	1585
2017 Q4	$34K	Buy	+1,328	New	+$33.8K	﹤0.01%	1347

Other funds holding IBMG

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AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

UCFA

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Allied Advisory Services's IBMG Position: Q1 2018 in Review

First Allied Advisory Services sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q1 2018, closing a stake of 1,328 shares — an estimated $34K sold.

First Allied Advisory Services first reported a position in IBMG in Q4 2017 and held it in 1 quarter. The position peaked at $34K in Q4 2017. 77 funds tracked by Wall St. Rank hold IBMG as of Q1 2018.

First Allied Advisory Services reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 1,328 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q1 2018, an estimated $34K.
First Allied Advisory Services first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2017 and held it in 1 quarter.
First Allied Advisory Services's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $34K in Q4 2017.
77 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.