Kings Point Capital Management’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-300
Closed -$16K 396
2015
Q2
$16K Hold
300
﹤0.01% 317
2015
Q1
$16K Hold
300
﹤0.01% 325
2014
Q4
$16K Hold
300
﹤0.01% 306
2014
Q3
$16K Hold
300
﹤0.01% 277
2014
Q2
$16K Hold
300
﹤0.01% 281
2014
Q1
$16K Hold
300
0.01% 239
2013
Q4
$16K Hold
300
0.01% 229
2013
Q3
$16K Hold
300
0.01% 236
2013
Q2
$16K Buy
+300
New +$16K 0.01% 244

Kings Point Capital Management's IBMD Position: Q3 2015 in Review

Kings Point Capital Management sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 300 shares — an estimated $16K sold.

Kings Point Capital Management first reported a position in IBMD in Q2 2013 and held it in 9 quarters. The position peaked at $16K in Q2 2015. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • Kings Point Capital Management reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • Kings Point Capital Management sold 300 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $16K.
  • Kings Point Capital Management first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 9 quarters.
  • Kings Point Capital Management's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $16K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on Kings Point Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.