Texas Yale Capital Corp’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Texas Yale Capital Corp’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	-20,912	Closed	-$531K	–	449
2018 Q2	$531K	Hold	20,912	–	–	0.05%	314
2018 Q1	$531K	Hold	20,912	–	–	0.05%	313
2017 Q4	$531K	Hold	20,912	–	–	0.05%	320
2017 Q3	$533K	Buy	20,912 +10,912	+109%	+$278K	0.05%	322
2017 Q2	$255K	Buy	+10,000	New	+$255K	0.02%	407

Other funds holding IBMG

UCFA

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

Texas Yale Capital Corp's IBMG Position: Q3 2018 in Review

Texas Yale Capital Corp sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 20,912 shares — an estimated $531K sold.

Texas Yale Capital Corp first reported a position in IBMG in Q2 2017 and held it in 5 quarters. The position peaked at $533K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Texas Yale Capital Corp reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Texas Yale Capital Corp sold 20,912 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $531K.
Texas Yale Capital Corp first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2017 and held it in 5 quarters.
Texas Yale Capital Corp's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $533K 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 Texas Yale Capital Corp's 13F filing for Q3 2018, filed 13 Nov 2018.