Global Financial Private Capital’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Global Financial Private Capital’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	-11,873	Closed	-$302K	–	579
2018 Q2	$302K	Sell	11,873 -594	-5%	-$15.1K	0.01%	453
2018 Q1	$317K	Hold	12,467	–	–	0.01%	435
2017 Q4	$317K	Buy	+12,467	New	+$317K	0.01%	424

Other funds holding IBMG

UCFA

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

Global Financial Private Capital's IBMG Position: Q3 2018 in Review

Global Financial Private Capital sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 11,873 shares — an estimated $302K sold.

Global Financial Private Capital first reported a position in IBMG in Q4 2017 and held it in 3 quarters. The position peaked at $317K in Q1 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Global Financial Private Capital reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Global Financial Private Capital sold 11,873 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $302K.
Global Financial Private Capital first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2017 and held it in 3 quarters.
Global Financial Private Capital's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $317K in Q1 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Global Financial Private Capital's 13F filing for Q3 2018, filed 5 Nov 2018.