Investors Capital Advisory Services’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$289K Buy
11,270
+2,920
+35% +$75.1K 0.06% 453
2016
Q1
$214K Buy
8,350
+495
+6% +$12.7K 0.04% 549
2015
Q4
$201K Buy
+7,855
New +$201K 0.04% 581

Other funds holding IBMH

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

Investors Capital Advisory Services increased its iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) stake by 35% in Q2 2016, buying an estimated $75.1K and bringing the position to 11,270 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #453.

Investors Capital Advisory Services first reported a position in IBMH in Q4 2015 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold IBMH as of Q2 2016.

  • Investors Capital Advisory Services held 11,270 shares of iShares iBonds Sep 2019 Term Muni Bond ETF worth $289K as of Q2 2016.
  • Investors Capital Advisory Services bought 2,920 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q2 2016, an estimated $75.1K.
  • iShares iBonds Sep 2019 Term Muni Bond ETF made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #453 holding.
  • Investors Capital Advisory Services first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2015 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2016.

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