RJFSA
IBMG

Raymond James Financial Services Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Raymond James Financial Services 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
-166,239
Closed -$4.22M – 2966
2018
Q2 		$4.22M Sell
166,239
-5,880
-3% -$149K 0.02% 671
2018
Q1 		$4.37M Buy
172,119
+11,672
+7% +$296K 0.03% 607
2017
Q4 		$4.07M Sell
160,447
-2,282
-1% -$58K 0.03% 619
2017
Q3 		$4.15M Sell
162,729
-630
-0.4% -$16.1K 0.03% 599
2017
Q2 		$4.16M Buy
163,359
+13,698
+9% +$349K 0.03% 578
2017
Q1 		$3.81M Buy
149,661
+32,582
+28% +$830K 0.03% 578
2016
Q4 		$2.97M Buy
117,079
+19,719
+20% +$502K 0.03% 613
2016
Q3 		$2.49M Buy
97,360
+23,153
+31% +$593K 0.02% 667
2016
Q2 		$1.9M Buy
74,207
+53,792
+263% +$1.38M 0.02% 757
2016
Q1 		$523K Buy
20,415
+2,027
+11% +$51.9K 0.01% 1235
2015
Q4 		$469K Buy
18,388
+3,603
+24% +$92K 0.01% 1228
2015
Q3 		$378K Buy
+14,785
New +$378K 0.01% 1162

Other funds holding IBMG

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

Raymond James Financial Services Advisors's IBMG Position: Q3 2018 in Review

Raymond James Financial Services Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 166,239 shares — an estimated $4.22M sold.

Raymond James Financial Services Advisors first reported a position in IBMG in Q3 2015 and held it in 12 quarters. The position peaked at $4.37M in Q1 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

  • Raymond James Financial Services Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 166,239 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $4.22M.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q3 2015 and held it in 12 quarters.
  • Raymond James Financial Services Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $4.37M 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 Raymond James Financial Services Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.