Investors Capital Advisory Services’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,205
Closed -$272K 782
2015
Q2
$272K Hold
5,205
0.05% 514
2015
Q1
$273K Hold
5,205
0.05% 489
2014
Q4
$274K Sell
5,205
-375
-7% -$19.8K 0.05% 474
2014
Q3
$294K Hold
5,580
0.06% 436
2014
Q2
$296K Hold
5,580
0.05% 477
2014
Q1
$296K Hold
5,580
0.06% 408
2013
Q4
$296K Buy
5,580
+375
+7% +$19.9K 0.07% 385
2013
Q3
$277K Hold
5,205
0.07% 381
2013
Q2
$275K Buy
+5,205
New +$277K 0.08% 333

Investors Capital Advisory Services's IBMD Position: Q3 2015 in Review

Investors Capital Advisory Services sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 5,205 shares — an estimated $272K sold.

Investors Capital Advisory Services first reported a position in IBMD in Q2 2013 and held it in 9 quarters. The position peaked at $296K in Q2 2014. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • Investors Capital Advisory Services reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • Investors Capital Advisory Services sold 5,205 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $272K.
  • Investors Capital Advisory Services first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 9 quarters.
  • Investors Capital Advisory Services's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $296K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on Investors Capital Advisory Services's 13F filing for Q3 2015, filed 17 Nov 2015.