Tarbox Family Office’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Tarbox Family Office’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	-4,000	Closed	-$102K	–	649
2018 Q2	$102K	Hold	4,000	–	–	0.04%	120
2018 Q1	$102K	Hold	4,000	–	–	0.04%	126
2017 Q4	$102K	Hold	4,000	–	–	0.04%	125
2017 Q3	$102K	Buy	+4,000	New	+$102K	0.04%	116

Other funds holding IBMG

UCFA

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

Tarbox Family Office's IBMG Position: Q3 2018 in Review

Tarbox Family Office sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 4,000 shares — an estimated $102K sold.

Tarbox Family Office first reported a position in IBMG in Q3 2017 and held it in 4 quarters. The position peaked at $102K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Tarbox Family Office reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Tarbox Family Office sold 4,000 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $102K.
Tarbox Family Office first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q3 2017 and held it in 4 quarters.
Tarbox Family Office's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $102K 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 Tarbox Family Office's 13F filing for Q3 2018, filed 29 Oct 2018.