SEIA
IBMH

Signature Estate & Investment Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Signature Estate & Investment Advisors’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,480
Closed -$140K – 192
2017
Q1 		$140K Buy
5,480
+1,153
+27% +$29.4K 0.02% 160
2016
Q4 		$110K Buy
+4,327
New +$110K 0.02% 151

Other funds holding IBMH

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Signature Estate & Investment Advisors sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q2 2017, closing a stake of 5,480 shares — an estimated $140K sold.

Signature Estate & Investment Advisors first reported a position in IBMH in Q4 2016 and held it in 2 quarters. The position peaked at $140K in Q1 2017. 70 funds tracked by Wall St. Rank hold IBMH as of Q2 2017.

  • Signature Estate & Investment Advisors reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 5,480 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q2 2017, an estimated $140K.
  • Signature Estate & Investment Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q4 2016 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $140K in Q1 2017.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2017.

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