UR
IBMF

USCA RIA’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

USCA RIA’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-14,510
Closed -$395K – 407
2017
Q2 		$395K Sell
14,510
-72,186
-83% -$1.96M 0.05% 320
2017
Q1 		$2.36M Buy
+86,696
New +$2.36M 0.35% 81

USCA RIA's IBMF Position: Q3 2017 in Review

USCA RIA sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 14,510 shares — an estimated $395K sold.

USCA RIA first reported a position in IBMF in Q1 2017 and held it in 2 quarters. The position peaked at $2.36M in Q1 2017. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • USCA RIA reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • USCA RIA sold 14,510 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $395K.
  • USCA RIA first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q1 2017 and held it in 2 quarters.
  • USCA RIA's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $2.36M in Q1 2017.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on USCA RIA's 13F filing for Q3 2017, filed 7 Nov 2017.