WealthShield Partners’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

WealthShield Partners’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	-784	Closed	-$20K	–	282
2018 Q2	$20K	Hold	784	–	–	0.01%	183
2018 Q1	$20K	Hold	784	–	–	0.01%	181
2017 Q4	$20K	Buy	+784	New	+$19.9K	0.01%	179

Other funds holding IBMG

UCFA

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

WealthShield Partners's IBMG Position: Q3 2018 in Review

WealthShield Partners sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2018, closing a stake of 784 shares — an estimated $20K sold.

WealthShield Partners first reported a position in IBMG in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBMG as of Q3 2018.

WealthShield Partners reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
WealthShield Partners sold 784 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2018, an estimated $20K.
WealthShield Partners first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q4 2017 and held it in 3 quarters.
WealthShield Partners's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $20K in Q2 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2018.

Based on WealthShield Partners's 13F filing for Q3 2018, filed 5 Nov 2018.