CAN
IBMF

Cetera Advisor Networks’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Cetera Advisor Networks’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
2016
Q4 		– Sell
-7,718
Closed -$211K – 1045
2016
Q3 		$211K Buy
+7,718
New +$211K 0.01% 927

Other funds holding IBMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Cetera Advisor Networks's IBMF Position: Q4 2016 in Review

Cetera Advisor Networks sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q4 2016, closing a stake of 7,718 shares — an estimated $211K sold.

Cetera Advisor Networks first reported a position in IBMF in Q3 2016 and held it in 1 quarter. The position peaked at $211K in Q3 2016. 61 funds tracked by Wall St. Rank hold IBMF as of Q4 2016.

  • Cetera Advisor Networks reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Cetera Advisor Networks sold 7,718 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q4 2016, an estimated $211K.
  • Cetera Advisor Networks first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q3 2016 and held it in 1 quarter.
  • Cetera Advisor Networks's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $211K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q4 2016.

Based on Cetera Advisor Networks's 13F filing for Q4 2016, filed 15 Feb 2017.