NCM
IBMF

New Capital Management’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

New Capital Management’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,139
Closed -$167K – 179
2017
Q2 		$167K Hold
6,139
– – 0.31% 31
2017
Q1 		$167K Buy
6,139
+2,946
+92% +$80.3K 0.31% 31
2016
Q4 		$87K Buy
+3,193
New +$87K 0.13% 45

New Capital Management's IBMF Position: Q3 2017 in Review

New Capital Management sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 6,139 shares — an estimated $167K sold.

New Capital Management first reported a position in IBMF in Q4 2016 and held it in 3 quarters. The position peaked at $167K in Q2 2017. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • New Capital Management reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • New Capital Management sold 6,139 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $167K.
  • New Capital Management first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2016 and held it in 3 quarters.
  • New Capital Management's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $167K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on New Capital Management's 13F filing for Q3 2017, filed 23 Oct 2017.