Valmark Advisers’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 |
-16,093
| Closed | -$438K | – | 84 |
|
|
2017
Q2 | $438K | Buy |
16,093
+60
| +0.4% | +$1.63K | 0.01% | 55 |
|
|
2017
Q1 | $437K | Sell |
16,033
-708
| -4% | -$19.3K | 0.01% | 50 |
|
|
2016
Q4 | $455K | Buy |
16,741
+1,210
| +8% | +$33K | 0.01% | 49 |
|
|
2016
Q3 | $424K | Sell |
15,531
-5,474
| -26% | -$150K | 0.01% | 53 |
|
|
2016
Q2 | $575K | Buy |
21,005
+19
| +0.1% | +$520 | 0.01% | 45 |
|
|
2016
Q1 | $575K | Buy |
20,986
+3,333
| +19% | +$91.4K | 0.01% | 42 |
|
|
2015
Q4 | $483K | Buy |
17,653
+2,687
| +18% | +$73.7K | 0.01% | 45 |
|
|
2015
Q3 | $411K | Sell |
14,966
-2,405
| -14% | -$66K | 0.01% | 44 |
|
|
2015
Q2 | $477K | Sell |
17,371
-2,277
| -12% | -$62.6K | 0.01% | 41 |
|
|
2015
Q1 | $542K | Buy |
19,648
+698
| +4% | +$19.2K | 0.01% | 39 |
|
|
2014
Q4 | $520K | Sell |
18,950
-1,928
| -9% | -$53.2K | 0.01% | 40 |
|
|
2014
Q3 | $576K | Buy |
20,878
+7,472
| +56% | +$206K | 0.01% | 36 |
|
|
2014
Q2 | $371K | Buy |
13,406
+1,218
| +10% | +$33.6K | 0.01% | 42 |
|
|
2014
Q1 | $336K | Buy |
12,188
+1,488
| +14% | +$41.1K | 0.01% | 44 |
|
|
2013
Q4 | $294K | Buy |
+10,700
| New | +$295K | 0.01% | 52 |
|
Valmark Advisers's IBMF Position: Q3 2017 in Review
Valmark Advisers sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 16,093 shares — an estimated $438K sold.
Valmark Advisers first reported a position in IBMF in Q4 2013 and held it in 15 quarters. The position peaked at $576K in Q3 2014. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.
- Valmark Advisers reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
- Valmark Advisers sold 16,093 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $438K.
- Valmark Advisers first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2013 and held it in 15 quarters.
- Valmark Advisers's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $576K in Q3 2014.
- 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.
Based on Valmark Advisers's 13F filing for Q3 2017, filed 6 Nov 2017.