KA
IBME

Klingman & Associates’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Klingman & Associates’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-2,000
Closed -$53K – 404
2016
Q2 		$53K Hold
2,000
– – 0.02% 184
2016
Q1 		$53K Hold
2,000
– – 0.02% 187
2015
Q4 		$53K Hold
2,000
– – 0.02% 206
2015
Q3 		$53K Hold
2,000
– – 0.02% 205
2015
Q2 		$53K Hold
2,000
– – 0.02% 179
2015
Q1 		$53K Hold
2,000
– – 0.02% 169
2014
Q4 		$53K Buy
+2,000
New +$53.4K 0.02% 173

Klingman & Associates's IBME Position: Q3 2016 in Review

Klingman & Associates sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q3 2016, closing a stake of 2,000 shares — an estimated $53K sold.

Klingman & Associates first reported a position in IBME in Q4 2014 and held it in 7 quarters. The position peaked at $53K in Q2 2016. 0 funds tracked by Wall St. Rank hold IBME as of Q3 2016.

  • Klingman & Associates reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q3 2016 after selling out during the quarter.
  • Klingman & Associates sold 2,000 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q3 2016, an estimated $53K.
  • Klingman & Associates first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q4 2014 and held it in 7 quarters.
  • Klingman & Associates's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $53K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q3 2016.

Based on Klingman & Associates's 13F filing for Q3 2016, filed 19 Oct 2016.