AF
IBME

Allworth Financial’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Allworth Financial’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
2015
Q2 		– Sell
-584
Closed -$16K – 655
2015
Q1 		$16K Buy
+584
New +$15.6K 0.01% 345

Other funds holding IBME

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Allworth Financial's IBME Position: Q2 2015 in Review

Allworth Financial sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q2 2015, closing a stake of 584 shares — an estimated $16K sold.

Allworth Financial first reported a position in IBME in Q1 2015 and held it in 1 quarter. The position peaked at $16K in Q1 2015. 46 funds tracked by Wall St. Rank hold IBME as of Q2 2015.

  • Allworth Financial reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q2 2015 after selling out during the quarter.
  • Allworth Financial sold 584 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q2 2015, an estimated $16K.
  • Allworth Financial first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q1 2015 and held it in 1 quarter.
  • Allworth Financial's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $16K in Q1 2015.
  • 46 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q2 2015.

Based on Allworth Financial's 13F filing for Q2 2015, filed 6 Aug 2015.