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

Prism 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	-81,277	Closed	-$2.06M	–	60
2018 Q2	$2.06M	Hold	81,277	–	–	1.1%	27
2018 Q1	$2.07M	Hold	81,277	–	–	1.16%	23
2017 Q4	$2.06M	Buy	+81,277	New	+$2.07M	1.14%	23

Other funds holding IBMG

UCFA

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

Prism Advisors's IBMG Position: Q3 2018 in Review

Prism Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 81,277 shares — an estimated $2.06M sold.

Prism Advisors first reported a position in IBMG in Q4 2017 and held it in 3 quarters. The position peaked at $2.07M in Q1 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Prism Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Prism Advisors sold 81,277 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $2.06M.
Prism Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2017 and held it in 3 quarters.
Prism Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $2.07M in Q1 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Prism Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.