Madison Investment Holdings’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Madison Investment Holdings’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	-22,179	Closed	-$564K	–	274
2018 Q2	$564K	Buy	22,179 +4,919	+28%	+$125K	0.01%	226
2018 Q1	$438K	Hold	17,260	–	–	0.01%	225
2017 Q4	$438K	Hold	17,260	–	–	0.01%	231
2017 Q3	$440K	Buy	+17,260	New	+$440K	0.01%	233

Other funds holding IBMG

UCFA

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

Madison Investment Holdings's IBMG Position: Q3 2018 in Review

Madison Investment Holdings sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 22,179 shares — an estimated $564K sold.

Madison Investment Holdings first reported a position in IBMG in Q3 2017 and held it in 4 quarters. The position peaked at $564K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Madison Investment Holdings reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Madison Investment Holdings sold 22,179 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $564K.
Madison Investment Holdings first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q3 2017 and held it in 4 quarters.
Madison Investment Holdings's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $564K in Q2 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Madison Investment Holdings's 13F filing for Q3 2018, filed 14 Nov 2018.