Cambridge Investment Research Advisors
IBMD

Cambridge Investment Research Advisors’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Cambridge Investment Research Advisors’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-5,258
Closed -$277K – 1477
2014
Q4 		$277K Hold
5,258
– – 0.01% 1051
2014
Q3 		$278K Buy
+5,258
New +$278K 0.01% 1132
2014
Q1 		– Sell
-6,028
Closed -$321K – 1371
2013
Q4 		$321K Hold
6,028
– – 0.01% 851
2013
Q3 		$321K Sell
6,028
-67
-1% -$3.56K 0.01% 810
2013
Q2 		$322K Buy
+6,095
New +$325K 0.02% 725

Other funds holding IBMD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Cambridge Investment Research Advisors's IBMD Position: Q1 2015 in Review

Cambridge Investment Research Advisors sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q1 2015, closing a stake of 5,258 shares — an estimated $277K sold.

Cambridge Investment Research Advisors first reported a position in IBMD in Q2 2013 and held it in 5 quarters. The position peaked at $322K in Q2 2013. 50 funds tracked by Wall St. Rank hold IBMD as of Q1 2015.

  • Cambridge Investment Research Advisors reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q1 2015 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 5,258 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q1 2015, an estimated $277K.
  • Cambridge Investment Research Advisors first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $322K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q1 2015.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2015, filed 4 May 2015.