Autus Asset Management’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-5,000
Closed -$262K 141
2015
Q2
$262K Hold
5,000
0.07% 123
2015
Q1
$263K Sell
5,000
-1,500
-23% -$78.8K 0.07% 119
2014
Q4
$343K Buy
6,500
+1,500
+30% +$79.1K 0.11% 95
2014
Q3
$264K Sell
5,000
-1,500
-23% -$79.4K 0.09% 104
2014
Q2
$345K Hold
6,500
0.12% 92
2014
Q1
$345K Hold
6,500
0.13% 88
2013
Q4
$346K Hold
6,500
0.14% 91
2013
Q3
$346K Hold
6,500
0.15% 90
2013
Q2
$344K Buy
+6,500
New +$346K 0.15% 86

Autus Asset Management's IBMD Position: Q3 2015 in Review

Autus Asset Management sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 5,000 shares — an estimated $262K sold.

Autus Asset Management first reported a position in IBMD in Q2 2013 and held it in 9 quarters. The position peaked at $346K in Q4 2013. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • Autus Asset Management reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • Autus Asset Management sold 5,000 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $262K.
  • Autus Asset Management first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 9 quarters.
  • Autus Asset Management's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $346K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on Autus Asset Management's 13F filing for Q3 2015, filed 10 Nov 2015.