Great Lakes Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Great Lakes Advisors’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	-13,526	Closed	-$344K	–	674
2018 Q2	$344K	Buy	13,526 +14	+0.1%	+$356	0.01%	478
2018 Q1	$343K	Sell	13,512 -93	-0.7%	-$2.36K	0.01%	456
2017 Q4	$345K	Sell	13,605 -857	-6%	-$21.8K	0.01%	517
2017 Q3	$369K	Buy	14,462 +791	+6%	+$20.2K	0.01%	498
2017 Q2	$348K	Buy	13,671 +2,352	+21%	+$59.9K	0.01%	498
2017 Q1	$288K	Buy	11,319 +3,155	+39%	+$80.4K	0.01%	512
2016 Q4	$207K	Buy	+8,164	New	+$208K	0.01%	548

Other funds holding IBMG

UCFA

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

Great Lakes Advisors's IBMG Position: Q3 2018 in Review

Great Lakes Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 13,526 shares — an estimated $344K sold.

Great Lakes Advisors first reported a position in IBMG in Q4 2016 and held it in 7 quarters. The position peaked at $369K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Great Lakes Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Great Lakes Advisors sold 13,526 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $344K.
Great Lakes Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2016 and held it in 7 quarters.
Great Lakes Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $369K in Q3 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Great Lakes Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.