PFGIA
IBMG

Patriot Financial Group Insurance Agency’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Patriot Financial Group Insurance Agency’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
2017
Q1 		– Sell
-1,324
Closed -$34K – 850
2016
Q4 		$34K Buy
+1,324
New +$33.7K 0.05% 276

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GA
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BTS
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UCFA
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VCM
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PAG
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Patriot Financial Group Insurance Agency's IBMG Position: Q1 2017 in Review

Patriot Financial Group Insurance Agency sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q1 2017, closing a stake of 1,324 shares — an estimated $34K sold.

Patriot Financial Group Insurance Agency first reported a position in IBMG in Q4 2016 and held it in 1 quarter. The position peaked at $34K in Q4 2016. 63 funds tracked by Wall St. Rank hold IBMG as of Q1 2017.

  • Patriot Financial Group Insurance Agency reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,324 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q1 2017, an estimated $34K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2016 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $34K in Q4 2016.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q1 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2017, filed 5 May 2017.