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

Stifel Financial’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	-9,941	Closed	-$255K	–	2892
2018 Q2	$255K	Buy	+9,941	New	+$253K	﹤0.01%	2400

Other funds holding IBMG

UCFA

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

Stifel Financial's IBMG Position: Q3 2018 in Review

Stifel Financial sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 9,941 shares — an estimated $255K sold.

Stifel Financial first reported a position in IBMG in Q2 2018 and held it in 1 quarter. The position peaked at $255K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Stifel Financial reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Stifel Financial sold 9,941 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $255K.
Stifel Financial first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2018 and held it in 1 quarter.
Stifel Financial's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $255K in Q2 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Stifel Financial's 13F filing for Q3 2018, filed 13 Nov 2018.