Valley National Advisers’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Valley National Advisers’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	-10,185	Closed	-$259K	–	788
2018 Q2	$259K	Hold	10,185	–	–	0.1%	152
2018 Q1	$259K	Sell	10,185 -120	-1%	-$3.04K	0.1%	146
2017 Q4	$262K	Hold	10,305	–	–	0.09%	147
2017 Q3	$263K	Sell	10,305 -785	-7%	-$20K	0.09%	136
2017 Q2	$282K	Hold	11,090	–	–	0.1%	118
2017 Q1	$282K	Hold	11,090	–	–	0.11%	118
2016 Q4	$282K	Buy	+11,090	New	+$282K	0.13%	119

Other funds holding IBMG

UCFA

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

Valley National Advisers's IBMG Position: Q3 2018 in Review

Valley National Advisers sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 10,185 shares — an estimated $259K sold.

Valley National Advisers first reported a position in IBMG in Q4 2016 and held it in 7 quarters. The position peaked at $282K in Q2 2017. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

Valley National Advisers reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
Valley National Advisers sold 10,185 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $259K.
Valley National Advisers first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2016 and held it in 7 quarters.
Valley National Advisers's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $282K in Q2 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on Valley National Advisers's 13F filing for Q3 2018, filed 8 Nov 2018.