W
IBMG

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

WealthShield’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
Q4 		$20K Buy
+784
New +$19.9K 0.01% 179

Other funds holding IBMG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

WealthShield's IBMG Position: Q4 2017 in Review

WealthShield opened a new position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q4 2017: 784 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #179 among its holdings.

81 funds tracked by Wall St. Rank hold IBMG as of Q4 2017.

  • WealthShield held 784 shares of iShares iBonds Sep 2018 Term Muni Bond ETF worth $20K as of Q4 2017.
  • iShares iBonds Sep 2018 Term Muni Bond ETF was a new WealthShield position in Q4 2017.
  • iShares iBonds Sep 2018 Term Muni Bond ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #179 holding.
  • 81 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.