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

MV 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	-785	Closed	-$20K	–	385
2018 Q2	$20K	Hold	785	–	–	0.01%	206
2018 Q1	$20K	Hold	785	–	–	0.01%	205
2017 Q4	$20K	Hold	785	–	–	0.01%	210
2017 Q3	$20K	Hold	785	–	–	0.01%	201
2017 Q2	$20K	Hold	785	–	–	0.01%	205
2017 Q1	$20K	Buy	+785	New	+$20K	0.01%	207

Other funds holding IBMG

UCFA

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

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

MV Capital Management sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 785 shares — an estimated $20K sold.

MV Capital Management first reported a position in IBMG in Q1 2017 and held it in 6 quarters. The position peaked at $20K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

MV Capital Management reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
MV Capital Management sold 785 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $20K.
MV Capital Management first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2017 and held it in 6 quarters.
MV Capital Management's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $20K 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 MV Capital Management's 13F filing for Q3 2018, filed 6 Nov 2018.