Level Four Advisory Services’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Level Four Advisory Services’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	-11,980	Closed	-$304K	–	648
2018 Q2	$304K	Hold	11,980	–	–	0.02%	476
2018 Q1	$304K	Hold	11,980	–	–	0.02%	440
2017 Q4	$304K	Hold	11,980	–	–	0.02%	452
2017 Q3	$305K	Hold	11,980	–	–	0.03%	412
2017 Q2	$305K	Hold	11,980	–	–	0.05%	362
2017 Q1	$305K	Sell	11,980 -9,800	-45%	-$250K	0.03%	407
2016 Q4	$553K	Buy	+21,780	New	+$554K	0.07%	258

Other funds holding IBMG

UCFA

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

Level Four Advisory Services's IBMG Position: Q3 2018 in Review

Level Four Advisory Services sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 11,980 shares — an estimated $304K sold.

Level Four Advisory Services first reported a position in IBMG in Q4 2016 and held it in 7 quarters. The position peaked at $553K in Q4 2016. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Level Four Advisory Services reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Level Four Advisory Services sold 11,980 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $304K.
Level Four Advisory Services first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2016 and held it in 7 quarters.
Level Four Advisory Services's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $553K in Q4 2016.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.