Patriot Financial Group Insurance Agency’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Patriot Financial Group Insurance Agency’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	-8,481	Closed	-$231K	–	963
2017 Q2	$231K	Buy	8,481 +1,269	+18%	+$34.5K	0.24%	86
2017 Q1	$196K	Sell	7,212 -94	-1%	-$2.56K	0.21%	89
2016 Q4	$199K	Buy	+7,306	New	+$199K	0.27%	75

Patriot Financial Group Insurance Agency's IBMF Position: Q3 2017 in Review

Patriot Financial Group Insurance Agency sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 8,481 shares — an estimated $231K sold.

Patriot Financial Group Insurance Agency first reported a position in IBMF in Q4 2016 and held it in 3 quarters. The position peaked at $231K in Q2 2017. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

Patriot Financial Group Insurance Agency reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 8,481 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $231K.
Patriot Financial Group Insurance Agency first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2016 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $231K 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 Patriot Financial Group Insurance Agency's 13F filing for Q3 2017, filed 26 Oct 2017.