Signature Estate & Investment Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | +$308K | 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 | $2.47M | Buy |
89,772
+24,452
| +37% | +$671K | 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% | +$427K | 0.44% | 42 |
|
|
2013
Q4 | $685K | Buy |
24,924
+9,782
| +65% | +$269K | 0.34% | 42 |
|
|
2013
Q3 | $416K | Buy |
+15,142
| New | +$416K | 0.24% | 41 |
|