IA
IBMG

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

IFP 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
-2,084
Closed -$53K – 4203
2018
Q2 		$53K Hold
2,084
– – ﹤0.01% 1881
2018
Q1 		$53K Hold
2,084
– – ﹤0.01% 1781
2017
Q4 		$53K Sell
2,084
-2,200
-51% -$55.9K ﹤0.01% 1797
2017
Q3 		$109K Sell
4,284
-9,504
-69% -$242K ﹤0.01% 1500
2017
Q2 		$351K Buy
13,788
+8,911
+183% +$227K 0.01% 829
2017
Q1 		$124K Buy
4,877
+1,282
+36% +$32.7K 0.01% 1380
2016
Q4 		$91K Sell
3,595
-365
-9% -$9.29K ﹤0.01% 1518
2016
Q3 		$101K Sell
3,960
-305
-7% -$7.82K 0.01% 1357
2016
Q2 		$109K Buy
+4,265
New +$109K 0.01% 1287
2016
Q1 		– Sell
-5,898
Closed -$151K – 4467
2015
Q4 		$151K Buy
+5,898
New +$151K 0.01% 967

Other funds holding IBMG

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

IFP Advisors's IBMG Position: Q3 2018 in Review

IFP Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 2,084 shares — an estimated $53K sold.

IFP Advisors first reported a position in IBMG in Q4 2015 and held it in 10 quarters. The position peaked at $351K in Q2 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • IFP Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 2,084 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $53K.
  • IFP Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $351K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.