MSI Financial Services’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

MSI Financial 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 Q4	$52K	Buy	2,047 +860	+72%	+$21.9K	﹤0.01%	1851
2016 Q3	$31K	Sell	1,187 -402	-25%	-$10.4K	﹤0.01%	2121
2016 Q2	$41K	Buy	1,589 +659	+71%	+$17K	﹤0.01%	1927
2016 Q1	$24K	Buy	930 +748	+411%	+$19.3K	﹤0.01%	2222
2015 Q4	$5K	Buy	182 +118	+184%	+$3.01K	﹤0.01%	3144
2015 Q3	$2K	Sell	64 -394	-86%	-$10K	﹤0.01%	2884
2015 Q2	$12K	Buy	+458	New	+$11.6K	﹤0.01%	2061

Other funds holding IBMI

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VCM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MSI Financial Services's IBMI Position: Q4 2016 in Review

MSI Financial Services increased its iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) stake by 72% in Q4 2016, buying an estimated $21.9K and bringing the position to 2,047 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

MSI Financial Services first reported a position in IBMI in Q2 2015 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold IBMI as of Q4 2016.

MSI Financial Services held 2,047 shares of iShares iBonds Sep 2020 Term Muni Bond ETF worth $52K as of Q4 2016.
MSI Financial Services bought 860 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q4 2016, an estimated $21.9K.
iShares iBonds Sep 2020 Term Muni Bond ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1851 holding.
MSI Financial Services first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2015 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.