Signature Estate & Investment Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Signature Estate & Investment Advisors’s Portfolio IBMF Stock Details IBMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-8,000	Closed	-$218K	–	195
2017 Q1	$218K	Buy	+8,000	New	+$218K	0.03%	138
2016 Q3	–	Sell	-8,219	Closed	-$225K	–	173
2016 Q2	$225K	Sell	8,219 -173,409	-95%	-$4.75M	0.04%	109
2016 Q1	$4.98M	Buy	181,628 +11,505	+7%	+$315K	0.82%	37
2015 Q4	$4.65M	Buy	170,123 +11,279	+7%	+$309K	0.8%	39
2015 Q3	$4.37M	Buy	158,844 +19,981	+14%	+$549K	0.91%	38
2015 Q2	$3.81M	Buy	138,863 +16,865	+14%	+$463K	0.85%	38
2015 Q1	$3.36M	Buy	121,998 +32,226	+36%	+$888K	0.89%	35
2014 Q4	$2.46M	Buy	89,772 +24,452	+37%	+$674K	0.82%	34
2014 Q3	$1.8M	Buy	65,320 +12,202	+23%	+$337K	0.64%	37
2014 Q2	$1.47M	Buy	53,118 +12,714	+31%	+$351K	0.52%	40
2014 Q1	$1.11M	Buy	40,404 +15,480	+62%	+$428K	0.44%	42
2013 Q4	$685K	Buy	24,924 +9,782	+65%	+$270K	0.34%	42
2013 Q3	$416K	Buy	+15,142	New	+$413K	0.24%	41

Other funds holding IBMF

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Signature Estate & Investment Advisors's IBMF Position: Q2 2017 in Review

Signature Estate & Investment Advisors sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q2 2017, closing a stake of 8,000 shares — an estimated $218K sold.

Signature Estate & Investment Advisors first reported a position in IBMF in Q3 2013 and held it in 13 quarters. The position peaked at $4.98M in Q1 2016. 60 funds tracked by Wall St. Rank hold IBMF as of Q2 2017.

Signature Estate & Investment Advisors reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
Signature Estate & Investment Advisors sold 8,000 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q2 2017, an estimated $218K.
Signature Estate & Investment Advisors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q3 2013 and held it in 13 quarters.
Signature Estate & Investment Advisors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $4.98M in Q1 2016.
60 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q2 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.