Investors Capital Advisory Services’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$296K	Buy	+11,405	New	+$295K	0.06%	443

Other funds holding IBMI

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

VCM

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Investors Capital Advisory Services opened a new position in iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q2 2016: 11,405 shares worth $296K. The stake represents 0.06% of the portfolio and ranks #443 among its holdings.

44 funds tracked by Wall St. Rank hold IBMI as of Q2 2016.

Investors Capital Advisory Services held 11,405 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $296K as of Q2 2016.
iShares iBonds Sep 2020 Term Muni Bond ETF was a new Investors Capital Advisory Services position in Q2 2016.
iShares iBonds Sep 2020 Term Muni Bond ETF made up 0.06% of Investors Capital Advisory Services's portfolio in Q2 2016, its #443 holding.
44 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q2 2016.

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