BCA
IBMD

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

Bernzott Capital Advisors’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-5,425
Closed -$284K – 55
2015
Q2 		$284K Hold
5,425
– – 0.06% 46
2015
Q1 		$285K Buy
+5,425
New +$285K 0.06% 44