AIA
IBMD

Alerus Investment Advisors’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Alerus Investment Advisors’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-12,423
Closed -$651K – 196
2015
Q2 		$651K Buy
12,423
+21
+0.2% +$1.1K 0.11% 100
2015
Q1 		$651K Sell
12,402
-145
-1% -$7.62K 0.11% 100
2014
Q4 		$661K Buy
12,547
+16
+0.1% +$844 0.11% 96
2014
Q3 		$660K Sell
12,531
-1,475
-11% -$78K 0.11% 93
2014
Q2 		$743K Sell
14,006
-874
-6% -$46.4K 0.13% 88
2014
Q1 		$789K Sell
14,880
-744
-5% -$39.5K 0.17% 87
2013
Q4 		$830K Sell
15,624
-3,943
-20% -$210K 0.18% 91
2013
Q3 		$1.04M Buy
19,567
+16
+0.1% +$850 0.21% 87
2013
Q2 		$1.04M Buy
+19,551
New +$1.04M 0.16% 92

Alerus Investment Advisors's IBMD Position: Q3 2015 in Review

Alerus Investment Advisors sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 12,423 shares — an estimated $651K sold.

Alerus Investment Advisors first reported a position in IBMD in Q2 2013 and held it in 9 quarters. The position peaked at $1.04M in Q3 2013. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • Alerus Investment Advisors reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • Alerus Investment Advisors sold 12,423 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $651K.
  • Alerus Investment Advisors first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 9 quarters.
  • Alerus Investment Advisors's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $1.04M in Q3 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on Alerus Investment Advisors's 13F filing for Q3 2015, filed 30 Oct 2015.