AAM
IBMF

Autus Asset Management’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Autus Asset Management’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-12,000
Closed -$326K – 153
2017
Q2 		$326K Sell
12,000
-2,500
-17% -$68.1K 0.07% 130
2017
Q1 		$395K Hold
14,500
– – 0.08% 125
2016
Q4 		$395K Hold
14,500
– – 0.09% 124
2016
Q3 		$396K Hold
14,500
– – 0.09% 123
2016
Q2 		$397K Hold
14,500
– – 0.09% 123
2016
Q1 		$397K Sell
14,500
-2,450
-14% -$67.2K 0.1% 122
2015
Q4 		$464K Buy
16,950
+5,500
+48% +$151K 0.12% 116
2015
Q3 		$315K Sell
11,450
-500
-4% -$13.7K 0.1% 104
2015
Q2 		$328K Hold
11,950
– – 0.09% 112
2015
Q1 		$329K Sell
11,950
-3,000
-20% -$82.7K 0.09% 109
2014
Q4 		$410K Buy
14,950
+3,000
+25% +$82.7K 0.13% 89
2014
Q3 		$330K Sell
11,950
-550
-4% -$15.2K 0.11% 92
2014
Q2 		$346K Buy
+12,500
New +$345K 0.12% 91

Autus Asset Management's IBMF Position: Q3 2017 in Review

Autus Asset Management sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2017, closing a stake of 12,000 shares — an estimated $326K sold.

Autus Asset Management first reported a position in IBMF in Q2 2014 and held it in 13 quarters. The position peaked at $464K in Q4 2015. 0 funds tracked by Wall St. Rank hold IBMF as of Q3 2017.

  • Autus Asset Management reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Autus Asset Management sold 12,000 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2017, an estimated $326K.
  • Autus Asset Management first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2014 and held it in 13 quarters.
  • Autus Asset Management's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $464K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2017.

Based on Autus Asset Management's 13F filing for Q3 2017, filed 8 Nov 2017.