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

OneDigital Investment 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	-16,465	Closed	-$418K	–	1359
2018 Q2	$418K	Hold	16,465	–	–	0.09%	137
2018 Q1	$418K	Hold	16,465	–	–	0.09%	147
2017 Q4	$418K	Buy	+16,465	New	+$419K	0.05%	148
2017 Q3	–	Sell	-16,465	Closed	-$419K	–	1239
2017 Q2	$419K	Buy	+16,465	New	+$419K	0.12%	124

Other funds holding IBMG

UCFA

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

OneDigital Investment Advisors's IBMG Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 16,465 shares — an estimated $418K sold.

OneDigital Investment Advisors first reported a position in IBMG in Q2 2017 and held it in 4 quarters. The position peaked at $419K in Q2 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

OneDigital Investment Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 16,465 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $418K.
OneDigital Investment Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2017 and held it in 4 quarters.
OneDigital Investment Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $419K in Q2 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.