DADC
IBMH

D.A. Davidson & Co’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

D.A. Davidson & Co’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,000
Closed -$25K – 2326
2015
Q2 		$25K Buy
+1,000
New +$25.3K ﹤0.01% 1650

Other funds holding IBMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

D.A. Davidson & Co's IBMH Position: Q3 2015 in Review

D.A. Davidson & Co sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2015, closing a stake of 1,000 shares — an estimated $25K sold.

D.A. Davidson & Co first reported a position in IBMH in Q2 2015 and held it in 1 quarter. The position peaked at $25K in Q2 2015. 32 funds tracked by Wall St. Rank hold IBMH as of Q3 2015.

  • D.A. Davidson & Co reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2015 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,000 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2015, an estimated $25K.
  • D.A. Davidson & Co first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2015 and held it in 1 quarter.
  • D.A. Davidson & Co's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $25K in Q2 2015.
  • 32 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2015.

Based on D.A. Davidson & Co's 13F filing for Q3 2015, filed 13 Nov 2015.