HighTower Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-64,070
| Closed | -$1.76M | – | 1732 |
|
|
2014
Q4 | $1.76M | Buy |
64,070
+12,630
| +25% | +$347K | 0.03% | 628 |
|
|
2014
Q3 | $1.42M | Buy |
51,440
+8,414
| +20% | +$232K | 0.02% | 659 |
|
|
2014
Q2 | $1.19M | Buy |
43,026
+9,460
| +28% | +$261K | 0.02% | 745 |
|
|
2014
Q1 | $925K | Buy |
33,566
+9,662
| +40% | +$266K | 0.02% | 776 |
|
|
2013
Q4 | $657K | Sell |
23,904
-1,670
| -7% | -$45.9K | 0.01% | 853 |
|
|
2013
Q3 | $703K | Buy |
25,574
+13,324
| +109% | +$366K | 0.02% | 724 |
|
|
2013
Q2 | $329K | Buy |
+12,250
| New | +$329K | 0.01% | 953 |
|