SFS
IBMG

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

Sowell Financial Services’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
Q4 		– Sell
-9,013
Closed -$229K – 284
2017
Q3 		$229K Sell
9,013
-3,222
-26% -$82.1K 0.06% 222
2017
Q2 		$312K Hold
12,235
– – 0.09% 188
2017
Q1 		$312K Buy
+12,235
New +$312K 0.09% 183

Other funds holding IBMG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sowell Financial Services's IBMG Position: Q4 2017 in Review

Sowell Financial Services sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q4 2017, closing a stake of 9,013 shares — an estimated $229K sold.

Sowell Financial Services first reported a position in IBMG in Q1 2017 and held it in 3 quarters. The position peaked at $312K in Q2 2017. 81 funds tracked by Wall St. Rank hold IBMG as of Q4 2017.

  • Sowell Financial Services reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Sowell Financial Services sold 9,013 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q4 2017, an estimated $229K.
  • Sowell Financial Services first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2017 and held it in 3 quarters.
  • Sowell Financial Services's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $312K in Q2 2017.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q4 2017.

Based on Sowell Financial Services's 13F filing for Q4 2017, filed 29 Jan 2018.