Investors Capital Advisory Services’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Investors Capital Advisory Services’s Portfolio IBMG Stock Details IBMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$563K	Buy	21,957 +6,832	+45%	+$175K	0.11%	246
2016 Q1	$387K	Hold	15,125	–	–	0.08%	344
2015 Q4	$385K	Hold	15,125	–	–	0.07%	367
2015 Q3	$387K	Hold	15,125	–	–	0.08%	364
2015 Q2	$386K	Hold	15,125	–	–	0.07%	391
2015 Q1	$385K	Hold	15,125	–	–	0.07%	382
2014 Q4	$387K	Hold	15,125	–	–	0.07%	367
2014 Q3	$386K	Hold	15,125	–	–	0.08%	367
2014 Q2	$387K	Buy	+15,125	New	+$386K	0.06%	412

Other funds holding IBMG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 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 IBMG Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) stake by 45% in Q2 2016, buying an estimated $175K and bringing the position to 21,957 shares worth $563K. The position accounts for 0.11% of the portfolio, ranked #246.

Investors Capital Advisory Services first reported a position in IBMG in Q2 2014 and has held it in 9 quarters since. 53 funds tracked by Wall St. Rank hold IBMG as of Q2 2016.

Investors Capital Advisory Services held 21,957 shares of iShares iBonds Sep 2018 Term Muni Bond ETF worth $563K as of Q2 2016.
Investors Capital Advisory Services bought 6,832 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q2 2016, an estimated $175K.
iShares iBonds Sep 2018 Term Muni Bond ETF made up 0.11% of Investors Capital Advisory Services's portfolio in Q2 2016, its #246 holding.
Investors Capital Advisory Services first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2014 and has held it in 9 quarters since.
53 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q2 2016.

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