Monument Capital Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Monument Capital Management’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	-2,220	Closed	-$56K	–	363
2018 Q2	$56K	Sell	2,220 -36	-2%	-$914	0.04%	92
2018 Q1	$57K	Hold	2,256	–	–	0.04%	83
2017 Q4	$57K	Buy	+2,256	New	+$57.4K	0.04%	77

Other funds holding IBMG

UCFA

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

Monument Capital Management's IBMG Position: Q3 2018 in Review

Monument Capital Management sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 2,220 shares — an estimated $56K sold.

Monument Capital Management first reported a position in IBMG in Q4 2017 and held it in 3 quarters. The position peaked at $57K in Q1 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Monument Capital Management reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Monument Capital Management sold 2,220 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $56K.
Monument Capital Management first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2017 and held it in 3 quarters.
Monument Capital Management's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $57K in Q1 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Monument Capital Management's 13F filing for Q3 2018, filed 11 Oct 2018.