VA
IBME

Valmark Advisers’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Valmark Advisers’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-22,271
Closed -$590K – 80
2016
Q2 		$590K Sell
22,271
-7
-0% -$185 0.01% 44
2016
Q1 		$589K Buy
22,278
+4,028
+22% +$107K 0.01% 41
2015
Q4 		$484K Buy
18,250
+2,781
+18% +$73.7K 0.01% 44
2015
Q3 		$410K Sell
15,469
-2,484
-14% -$66.1K 0.01% 45
2015
Q2 		$477K Sell
17,953
-2,355
-12% -$62.7K 0.01% 42
2015
Q1 		$542K Buy
20,308
+728
+4% +$19.4K 0.01% 40
2014
Q4 		$522K Sell
19,580
-1,914
-9% -$51.1K 0.01% 39
2014
Q3 		$575K Sell
21,494
-336
-2% -$8.99K 0.01% 37
2014
Q2 		$584K Buy
21,830
+2,958
+16% +$79.2K 0.01% 35
2014
Q1 		$505K Buy
18,872
+1,538
+9% +$41.2K 0.01% 36
2013
Q4 		$465K Buy
+17,334
New +$464K 0.01% 41

Valmark Advisers's IBME Position: Q3 2016 in Review

Valmark Advisers sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q3 2016, closing a stake of 22,271 shares — an estimated $590K sold.

Valmark Advisers first reported a position in IBME in Q4 2013 and held it in 11 quarters. The position peaked at $590K in Q2 2016. 0 funds tracked by Wall St. Rank hold IBME as of Q3 2016.

  • Valmark Advisers reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q3 2016 after selling out during the quarter.
  • Valmark Advisers sold 22,271 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q3 2016, an estimated $590K.
  • Valmark Advisers first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q4 2013 and held it in 11 quarters.
  • Valmark Advisers's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $590K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q3 2016.

Based on Valmark Advisers's 13F filing for Q3 2016, filed 4 Nov 2016.