TCM
IBMG

Tradition Capital Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Tradition Capital Management’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
-16,850
Closed -$430K – 192
2017
Q3 		$430K Buy
16,850
+600
+4% +$15.3K 0.14% 126
2017
Q2 		$414K Buy
+16,250
New +$414K 0.14% 131

Other funds holding IBMG

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UBS Group
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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 $49B AUM 17.78% 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

Tradition Capital Management's IBMG Position: Q4 2017 in Review

Tradition Capital Management sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q4 2017, closing a stake of 16,850 shares — an estimated $430K sold.

Tradition Capital Management first reported a position in IBMG in Q2 2017 and held it in 2 quarters. The position peaked at $430K in Q3 2017. 81 funds tracked by Wall St. Rank hold IBMG as of Q4 2017.

  • Tradition Capital Management reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Tradition Capital Management sold 16,850 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q4 2017, an estimated $430K.
  • Tradition Capital Management first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2017 and held it in 2 quarters.
  • Tradition Capital Management's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $430K in Q3 2017.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q4 2017.

Based on Tradition Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.