SEIA
IBMG

Signature Estate & Investment Advisors’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Signature Estate & Investment Advisors’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-5,498
Closed -$141K – 177
2016
Q2 		$141K Buy
+5,498
New +$141K 0.02% 145

Other funds holding IBMG

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Signature Estate & Investment Advisors sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2016, closing a stake of 5,498 shares — an estimated $141K sold.

Signature Estate & Investment Advisors first reported a position in IBMG in Q2 2016 and held it in 1 quarter. The position peaked at $141K in Q2 2016. 50 funds tracked by Wall St. Rank hold IBMG as of Q3 2016.

  • Signature Estate & Investment Advisors reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 5,498 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2016, an estimated $141K.
  • Signature Estate & Investment Advisors first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2016 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $141K in Q2 2016.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2016.

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