CG
IBMD

Colony Group’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Colony Group’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
-8,480
Closed -$444K – 952
2015
Q2 		$444K Buy
8,480
+510
+6% +$26.7K 0.05% 273
2015
Q1 		$418K Sell
7,970
-200
-2% -$10.5K 0.05% 229
2014
Q4 		$431K Buy
8,170
+2,280
+39% +$120K 0.05% 261
2014
Q3 		$311K Buy
+5,890
New +$311K 0.03% 276