ICAS
IBMF

Investors Capital Advisory Services’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Investors Capital Advisory Services’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$453K Hold
16,590
– – 0.09% 306
2016
Q1 		$454K Buy
16,590
+300
+2% +$8.23K 0.09% 301
2015
Q4 		$445K Sell
16,290
-414
-2% -$11.4K 0.09% 330
2015
Q3 		$459K Hold
16,704
– – 0.09% 306
2015
Q2 		$458K Hold
16,704
– – 0.08% 344
2015
Q1 		$460K Hold
16,704
– – 0.09% 331
2014
Q4 		$458K Hold
16,704
– – 0.09% 321
2014
Q3 		$461K Hold
16,704
– – 0.09% 327
2014
Q2 		$461K Hold
16,704
– – 0.07% 364
2014
Q1 		$460K Buy
16,704
+1,800
+12% +$49.8K 0.1% 298
2013
Q4 		$409K Buy
+14,904
New +$411K 0.1% 305

Other funds holding IBMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Investors Capital Advisory Services held its iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) position steady in Q2 2016 at 16,590 shares worth $453K. The position accounts for 0.09% of the portfolio, ranked #306.

Investors Capital Advisory Services first reported a position in IBMF in Q4 2013 and has held it in 11 quarters since. The position peaked at $461K in Q3 2014. 60 funds tracked by Wall St. Rank hold IBMF as of Q2 2016.

  • Investors Capital Advisory Services held 16,590 shares of iShares iBonds Sep 2017 Term Muni Bond ETF worth $453K as of Q2 2016.
  • Investors Capital Advisory Services left its iShares iBonds Sep 2017 Term Muni Bond ETF share count unchanged in Q2 2016.
  • iShares iBonds Sep 2017 Term Muni Bond ETF made up 0.09% of Investors Capital Advisory Services's portfolio in Q2 2016, its #306 holding.
  • Investors Capital Advisory Services first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2013 and has held it in 11 quarters since.
  • Investors Capital Advisory Services's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $461K in Q3 2014.
  • 60 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q2 2016.

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