Level Four Advisory Services’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Level Four Advisory Services’s Portfolio IBMF Stock Details IBMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-8,760	Closed	-$238K	–	530
2016 Q4	$238K	Buy	+8,760	New	+$239K	0.03%	411

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VCM

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UCFA

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RJFSA

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PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Level Four Advisory Services's IBMF Position: Q1 2017 in Review

Level Four Advisory Services sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q1 2017, closing a stake of 8,760 shares — an estimated $238K sold.

Level Four Advisory Services first reported a position in IBMF in Q4 2016 and held it in 1 quarter. The position peaked at $238K in Q4 2016. 59 funds tracked by Wall St. Rank hold IBMF as of Q1 2017.

Level Four Advisory Services reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
Level Four Advisory Services sold 8,760 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q1 2017, an estimated $238K.
Level Four Advisory Services first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2016 and held it in 1 quarter.
Level Four Advisory Services's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $238K in Q4 2016.
59 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q1 2017.

Based on Level Four Advisory Services's 13F filing for Q1 2017, filed 15 May 2017.