VKH
IBMH

Virtu KCG Holdings’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Virtu KCG Holdings’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 		$541K Buy
21,205
+8,156
+63% +$209K 0.02% 1066
2017
Q1 		$333K Buy
+13,049
New +$332K 0.01% 1819
2016
Q2 		– Sell
-15,891
Closed -$408K – 3505
2016
Q1 		$408K Sell
15,891
-16,914
-52% -$435K 0.01% 1405
2015
Q4 		$840K Buy
+32,805
New +$838K 0.01% 1014
2015
Q2 		– Sell
-69,644
Closed -$1.78M – 3955
2015
Q1 		$1.78M Buy
+69,644
New +$1.78M 0.04% 435

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 5.31% 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 $94.2B AUM 21.24% 1-Year Est. Return

Virtu KCG Holdings's IBMH Position: Q2 2017 in Review

Virtu KCG Holdings increased its iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) stake by 63% in Q2 2017, buying an estimated $209K and bringing the position to 21,205 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #1066.

Virtu KCG Holdings first reported a position in IBMH in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.78M in Q1 2015. 70 funds tracked by Wall St. Rank hold IBMH as of Q2 2017.

  • Virtu KCG Holdings held 21,205 shares of iShares iBonds Sep 2019 Term Muni Bond ETF worth $541K as of Q2 2017.
  • Virtu KCG Holdings bought 8,156 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q2 2017, an estimated $209K.
  • iShares iBonds Sep 2019 Term Muni Bond ETF made up 0.02% of Virtu KCG Holdings's portfolio in Q2 2017, its #1066 holding.
  • Virtu KCG Holdings first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2015 and has held it in 5 quarters since.
  • Virtu KCG Holdings's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $1.78M in Q1 2015.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2017.

Based on Virtu KCG Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.