Gradient Investments’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Gradient Investments’s Portfolio IBMH Stock Details IBMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-500	Closed	-$13K	–	826
2016 Q3	$13K	Hold	500	–	–	﹤0.01%	423
2016 Q2	$13K	Hold	500	–	–	﹤0.01%	402
2016 Q1	$13K	Buy	+500	New	+$12.8K	﹤0.01%	412

Other funds holding IBMH

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

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

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gradient Investments's IBMH Position: Q4 2016 in Review

Gradient Investments sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q4 2016, closing a stake of 500 shares — an estimated $13K sold.

Gradient Investments first reported a position in IBMH in Q1 2016 and held it in 3 quarters. The position peaked at $13K in Q3 2016. 51 funds tracked by Wall St. Rank hold IBMH as of Q4 2016.

Gradient Investments reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
Gradient Investments sold 500 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q4 2016, an estimated $13K.
Gradient Investments first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2016 and held it in 3 quarters.
Gradient Investments's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $13K in Q3 2016.
51 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q4 2016.

Based on Gradient Investments's 13F filing for Q4 2016, filed 17 Jan 2017.