Vantage Investment Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Vantage Investment Advisors’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 Q1	–	Sell	-49	Closed	-$1.25K	–	865
2016 Q4	$1K	Sell	49 -230	-82%	-$5.85K	﹤0.01%	787
2016 Q3	$7K	Buy	279 +1	+0.4%	+$26	﹤0.01%	575
2016 Q2	$7K	Buy	278 +1	+0.4%	+$26	﹤0.01%	593
2016 Q1	$7K	Hold	277	–	–	﹤0.01%	586
2015 Q4	$7K	Buy	277 +1	+0.4%	+$26	﹤0.01%	579
2015 Q3	$7K	Buy	276 +140	+103%	+$3.58K	﹤0.01%	586
2015 Q2	$3K	Sell	136 -135	-50%	-$3.43K	﹤0.01%	672
2015 Q1	$7K	Buy	271 +136	+101%	+$3.48K	﹤0.01%	667
2014 Q4	$3K	Buy	+135	New	+$3.45K	﹤0.01%	683

Other funds holding IBMG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UCFA

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

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Vantage Investment Advisors's IBMG Position: Q1 2017 in Review

Vantage Investment Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q1 2017, closing a stake of 49 shares — an estimated $1.25K sold.

Vantage Investment Advisors first reported a position in IBMG in Q4 2014 and held it in 9 quarters. The position peaked at $7K in Q3 2016. 63 funds tracked by Wall St. Rank hold IBMG as of Q1 2017.

Vantage Investment Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
Vantage Investment Advisors sold 49 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q1 2017, an estimated $1.25K.
Vantage Investment Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2014 and held it in 9 quarters.
Vantage Investment Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $7K in Q3 2016.
63 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q1 2017.

Based on Vantage Investment Advisors's 13F filing for Q1 2017, filed 12 May 2017.