NewEdge Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

NewEdge Advisors’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	-65,520	Closed	-$1.66K	–	701
2018 Q2	$1.66K	Buy	+65,520	New	+$1.66M	0.15%	142
2017 Q3	–	Sell	-39	Closed	-$993	–	1384
2017 Q2	$993	Buy	+39	New	+$993	﹤0.01%	1351

Other funds holding IBMG

UCFA

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

NewEdge Advisors's IBMG Position: Q3 2018 in Review

NewEdge Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 65,520 shares — an estimated $1.66K sold.

NewEdge Advisors first reported a position in IBMG in Q2 2017 and held it in 2 quarters. The position peaked at $1.66K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

NewEdge Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
NewEdge Advisors sold 65,520 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $1.66K.
NewEdge Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2017 and held it in 2 quarters.
NewEdge Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $1.66K 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 NewEdge Advisors's 13F filing for Q3 2018, filed 29 Oct 2018.