EWM
IBMD

Empirical Wealth Management’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Empirical Wealth Management’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,129
Closed -$218K – 106
2014
Q3 		$218K Sell
4,129
-1,318
-24% -$69.6K 0.05% 97
2014
Q2 		$289K Buy
5,447
+1,352
+33% +$71.7K 0.07% 82
2014
Q1 		$217K Buy
4,095
+321
+9% +$17K 0.06% 94
2013
Q4 		$201K Buy
+3,774
New +$201K 0.06% 91