1IA
IBME

1834 Investment Advisors’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

1834 Investment Advisors’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-17,980
Closed -$476K – 175
2016
Q2 		$476K Sell
17,980
-6,800
-27% -$180K 0.1% 130
2016
Q1 		$656K Sell
24,780
-4,200
-14% -$111K 0.15% 107
2015
Q4 		$768K Buy
28,980
+1,200
+4% +$31.8K 0.18% 100
2015
Q3 		$737K Buy
+27,780
New +$739K 0.18% 103

1834 Investment Advisors's IBME Position: Q3 2016 in Review

1834 Investment Advisors sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q3 2016, closing a stake of 17,980 shares — an estimated $476K sold.

1834 Investment Advisors first reported a position in IBME in Q3 2015 and held it in 4 quarters. The position peaked at $768K in Q4 2015. 0 funds tracked by Wall St. Rank hold IBME as of Q3 2016.

  • 1834 Investment Advisors reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q3 2016 after selling out during the quarter.
  • 1834 Investment Advisors sold 17,980 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q3 2016, an estimated $476K.
  • 1834 Investment Advisors first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q3 2015 and held it in 4 quarters.
  • 1834 Investment Advisors's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $768K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q3 2016.

Based on 1834 Investment Advisors's 13F filing for Q3 2016, filed 15 Nov 2016.