Signature Estate & Investment Advisors’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-6,289
Closed -$167K 175
2016
Q2
$167K Sell
6,289
-104,638
-94% -$2.77M 0.03% 128
2016
Q1
$2.94M Sell
110,927
-812
-0.7% -$21.5K 0.48% 43
2015
Q4
$2.96M Sell
111,739
-13,682
-11% -$363K 0.51% 46
2015
Q3
$3.33M Sell
125,421
-65,073
-34% -$1.73M 0.69% 41
2015
Q2
$5.06M Buy
190,494
+23,728
+14% +$632K 1.13% 34
2015
Q1
$4.45M Buy
166,766
+36,648
+28% +$977K 1.17% 32
2014
Q4
$3.47M Buy
130,118
+14,468
+13% +$386K 1.15% 28
2014
Q3
$3.09M Buy
115,650
+12,370
+12% +$331K 1.1% 28
2014
Q2
$2.77M Buy
103,280
+34,626
+50% +$927K 0.97% 30
2014
Q1
$1.84M Buy
68,654
+15,002
+28% +$402K 0.72% 34
2013
Q4
$1.44M Buy
53,652
+31,988
+148% +$856K 0.71% 35
2013
Q3
$579K Buy
+21,664
New +$578K 0.33% 37

Signature Estate & Investment Advisors's IBME Position: Q3 2016 in Review

Signature Estate & Investment Advisors sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q3 2016, closing a stake of 6,289 shares — an estimated $167K sold.

Signature Estate & Investment Advisors first reported a position in IBME in Q3 2013 and held it in 12 quarters. The position peaked at $5.06M in Q2 2015. 0 funds tracked by Wall St. Rank hold IBME as of Q3 2016.

  • Signature Estate & Investment Advisors reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q3 2016 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 6,289 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q3 2016, an estimated $167K.
  • Signature Estate & Investment Advisors first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q3 2013 and held it in 12 quarters.
  • Signature Estate & Investment Advisors's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $5.06M in Q2 2015.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q3 2016.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.