MFS
IBDA

MSI Financial Services’s ISHARES IBONDS MAR 2016 CORPORATE ETF IBDA Stock Holding History

MSI Financial Services’s Portfolio IBDA Stock Details IBDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-72
Closed -$7K – 4250
2015
Q4 		$7K Buy
+72
New +$7.26K ﹤0.01% 2950
2014
Q4 		– Sell
-100
Closed -$10K – 2894
2014
Q3 		$10K Hold
100
– – ﹤0.01% 1846
2014
Q2 		$10K Hold
100
– – ﹤0.01% 1828
2014
Q1 		$10K Hold
100
– – ﹤0.01% 1758
2013
Q4 		$10K Buy
+100
New +$10.1K ﹤0.01% 1715

Other funds holding IBDA

WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return

MSI Financial Services's IBDA Position: Q1 2016 in Review

MSI Financial Services sold out of ISHARES IBONDS MAR 2016 CORPORATE ETF (IBDA) in Q1 2016, closing a stake of 72 shares — an estimated $7K sold.

MSI Financial Services first reported a position in IBDA in Q4 2013 and held it in 5 quarters. The position peaked at $10K in Q3 2014. 1 fund tracked by Wall St. Rank holds IBDA as of Q1 2016.

  • MSI Financial Services reported no remaining ISHARES IBONDS MAR 2016 CORPORATE ETF position as of Q1 2016 after selling out during the quarter.
  • MSI Financial Services sold 72 ISHARES IBONDS MAR 2016 CORPORATE ETF shares in Q1 2016, an estimated $7K.
  • MSI Financial Services first reported a position in ISHARES IBONDS MAR 2016 CORPORATE ETF in Q4 2013 and held it in 5 quarters.
  • MSI Financial Services's ISHARES IBONDS MAR 2016 CORPORATE ETF position peaked at $10K in Q3 2014.
  • 1 fund tracked by Wall St. Rank held ISHARES IBONDS MAR 2016 CORPORATE ETF as of Q1 2016.

Based on MSI Financial Services's 13F filing for Q1 2016, filed 22 Apr 2016.