Investors Capital Advisory Services’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Investors Capital Advisory Services’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 Q2	$342K	Hold	12,940	–	–	0.07%	383
2016 Q1	$342K	Hold	12,940	–	–	0.07%	376
2015 Q4	$343K	Hold	12,940	–	–	0.07%	401
2015 Q3	$343K	Hold	12,940	–	–	0.07%	395
2015 Q2	$343K	Hold	12,940	–	–	0.06%	426
2015 Q1	$345K	Hold	12,940	–	–	0.06%	416
2014 Q4	$344K	Sell	12,940 -740	-5%	-$19.8K	0.07%	395
2014 Q3	$365K	Hold	13,680	–	–	0.07%	386
2014 Q2	$366K	Hold	13,680	–	–	0.06%	427
2014 Q1	$366K	Buy	13,680 +4,660	+52%	+$125K	0.08%	358
2013 Q4	$241K	Buy	+9,020	New	+$242K	0.06%	434

Other funds holding IBME

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

RJFSA

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

Investors Capital Advisory Services's IBME Position: Q2 2016 in Review

Investors Capital Advisory Services held its ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) position steady in Q2 2016 at 12,940 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #383.

Investors Capital Advisory Services first reported a position in IBME in Q4 2013 and has held it in 11 quarters since. The position peaked at $366K in Q2 2014. 49 funds tracked by Wall St. Rank hold IBME as of Q2 2016.

Investors Capital Advisory Services held 12,940 shares of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF worth $342K as of Q2 2016.
Investors Capital Advisory Services left its ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF share count unchanged in Q2 2016.
ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF made up 0.07% of Investors Capital Advisory Services's portfolio in Q2 2016, its #383 holding.
Investors Capital Advisory Services first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q4 2013 and has held it in 11 quarters since.
Investors Capital Advisory Services's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $366K in Q2 2014.
49 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.