UBS Group’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-180,289
Closed -$4.91M 8306
2017
Q2
$4.91M Sell
180,289
-25,867
-13% -$704K ﹤0.01% 2161
2017
Q1
$5.62M Sell
206,156
-40,346
-16% -$1.1M ﹤0.01% 1994
2016
Q4
$6.71M Buy
246,502
+12,922
+6% +$352K ﹤0.01% 1822
2016
Q3
$6.38M Buy
233,580
+36,386
+18% +$996K ﹤0.01% 1810
2016
Q2
$5.39M Buy
197,194
+21,913
+13% +$600K ﹤0.01% 1889
2016
Q1
$4.81M Buy
175,281
+7,282
+4% +$200K ﹤0.01% 1904
2015
Q4
$4.59M Buy
167,999
+23,980
+17% +$658K ﹤0.01% 2040
2015
Q3
$3.96M Sell
144,019
-18,661
-11% -$512K ﹤0.01% 2120
2015
Q2
$4.47M Sell
162,680
-236
-0.1% -$6.48K ﹤0.01% 2192
2015
Q1
$4.49M Buy
162,916
+8,884
+6% +$245K ﹤0.01% 2170
2014
Q4
$4.23M Buy
+154,032
New +$4.25M ﹤0.01% 2240

UBS Group's IBMF Position: Q3 2017 in Review

UBS Group sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 180,289 shares — an estimated $4.91M sold.

UBS Group first reported a position in IBMF in Q4 2014 and held it in 11 quarters. The position peaked at $6.71M in Q4 2016. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • UBS Group reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • UBS Group sold 180,289 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $4.91M.
  • UBS Group first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2014 and held it in 11 quarters.
  • UBS Group's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $6.71M in Q4 2016.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on UBS Group's 13F filing for Q3 2017, filed 14 Nov 2017.