Mather Group’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-64,769
Closed -$1.65M 40
2017
Q3
$1.65M Buy
64,769
+2,042
+3% +$52.1K 0.2% 27
2017
Q2
$1.6M Sell
62,727
-669
-1% -$17K 0.21% 28
2017
Q1
$1.61M Sell
63,396
-5,756
-8% -$146K 0.24% 27
2016
Q4
$1.76M Buy
+69,152
New +$1.76M 0.31% 21