James Investment Research’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-900
Closed -$25K 834
2017
Q2
$25K Sell
900
-2,500
-74% -$68.1K ﹤0.01% 655
2017
Q1
$93K Hold
3,400
﹤0.01% 488
2016
Q4
$92K Sell
3,400
-4,000
-54% -$109K ﹤0.01% 365
2016
Q3
$202K Hold
7,400
0.01% 328
2016
Q2
$202K Hold
7,400
0.01% 298
2016
Q1
$203K Sell
7,400
-600
-8% -$16.5K ﹤0.01% 278
2015
Q4
$219K Buy
+8,000
New +$219K 0.01% 281

James Investment Research's IBMF Position: Q3 2017 in Review

James Investment Research sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 900 shares — an estimated $25K sold.

James Investment Research first reported a position in IBMF in Q4 2015 and held it in 7 quarters. The position peaked at $219K in Q4 2015. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • James Investment Research reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • James Investment Research sold 900 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $25K.
  • James Investment Research first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2015 and held it in 7 quarters.
  • James Investment Research's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $219K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on James Investment Research's 13F filing for Q3 2017, filed 13 Oct 2017.