AAM
IBMD
Autus Asset Management’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$78.9K | 0.07% | 119 |
|
|
2014
Q4 | $343K | Buy |
6,500
+1,500
| +30% | +$79.2K | 0.11% | 95 |
|
|
2014
Q3 | $264K | Sell |
5,000
-1,500
| -23% | -$79.2K | 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 | +$344K | 0.15% | 86 |
|