IF
IBMG

Ironwood Financial’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Ironwood Financial’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
-1,775
Closed -$45K – 384
2018
Q2 		$45K Hold
1,775
– – 0.03% 92
2018
Q1 		$45K Hold
1,775
– – 0.05% 78
2017
Q4 		$45K Sell
1,775
-2,345
-57% -$59.6K 0.03% 88
2017
Q3 		$105K Hold
4,120
– – 0.06% 63
2017
Q2 		$105K Hold
4,120
– – 0.07% 60
2017
Q1 		$105K Hold
4,120
– – 0.07% 60
2016
Q4 		$105K Sell
4,120
-7,580
-65% -$193K 0.07% 58
2016
Q3 		$299K Hold
11,700
– – 0.21% 38
2016
Q2 		$300K Hold
11,700
– – 0.22% 39
2016
Q1 		$300K Buy
+11,700
New +$299K 0.23% 39
2015
Q3 		$998K Buy
38,995
+5,360
+16% +$137K 0.49% 35
2015
Q2 		$859K Sell
33,635
-1,965
-6% -$50K 0.41% 37
2015
Q1 		$907K Hold
35,600
– – 0.44% 37
2014
Q4 		$913K Buy
+35,600
New +$910K 0.5% 36

Other funds holding IBMG

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

Ironwood Financial's IBMG Position: Q3 2018 in Review

Ironwood Financial sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 1,775 shares — an estimated $45K sold.

Ironwood Financial first reported a position in IBMG in Q4 2014 and held it in 14 quarters. The position peaked at $998K in Q3 2015. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Ironwood Financial reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Ironwood Financial sold 1,775 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $45K.
  • Ironwood Financial first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2014 and held it in 14 quarters.
  • Ironwood Financial's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $998K in Q3 2015.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Ironwood Financial's 13F filing for Q3 2018, filed 26 Oct 2018.