PAG
IBMG

Private Advisor Group’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Private Advisor Group’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
-155,042
Closed -$3.94M – 1678
2018
Q2 		$3.94M Buy
155,042
+60,127
+63% +$1.53M 0.06% 145
2018
Q1 		$2.41M Sell
94,915
-74,018
-44% -$1.88M 0.09% 216
2017
Q4 		$4.29M Sell
168,933
-28,727
-15% -$730K 0.18% 120
2017
Q3 		$5.03M Buy
197,660
+22,072
+13% +$562K 0.12% 176
2017
Q2 		$4.47M Buy
175,588
+13,580
+8% +$346K 0.12% 177
2017
Q1 		$4.12M Buy
162,008
+5,245
+3% +$134K 0.12% 190
2016
Q4 		$4M Buy
156,763
+55,072
+54% +$1.4M 0.13% 162
2016
Q3 		$2.6M Buy
101,691
+58,411
+135% +$1.5M 0.11% 195
2016
Q2 		$1.11M Buy
43,280
+18,762
+77% +$481K 0.04% 388
2016
Q1 		$628K Buy
+24,518
New +$628K 0.03% 495

Other funds holding IBMG

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

Private Advisor Group's IBMG Position: Q3 2018 in Review

Private Advisor Group sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 155,042 shares — an estimated $3.94M sold.

Private Advisor Group first reported a position in IBMG in Q1 2016 and held it in 10 quarters. The position peaked at $5.03M in Q3 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Private Advisor Group reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Private Advisor Group sold 155,042 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $3.94M.
  • Private Advisor Group first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2016 and held it in 10 quarters.
  • Private Advisor Group's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $5.03M in Q3 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Private Advisor Group's 13F filing for Q3 2018, filed 1 Nov 2018.