EWM
IBME

Empirical Wealth Management’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Empirical Wealth Management’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,620
Closed -$204K – 104
2014
Q1 		$204K Buy
+7,620
New +$204K 0.05% 96

Other funds holding IBME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Empirical Wealth Management's IBME Position: Q2 2014 in Review

Empirical Wealth Management sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q2 2014, closing a stake of 7,620 shares — an estimated $204K sold.

Empirical Wealth Management first reported a position in IBME in Q1 2014 and held it in 1 quarter. The position peaked at $204K in Q1 2014. 39 funds tracked by Wall St. Rank hold IBME as of Q2 2014.

  • Empirical Wealth Management reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q2 2014 after selling out during the quarter.
  • Empirical Wealth Management sold 7,620 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q2 2014, an estimated $204K.
  • Empirical Wealth Management first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q1 2014 and held it in 1 quarter.
  • Empirical Wealth Management's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $204K in Q1 2014.
  • 39 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q2 2014.

Based on Empirical Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.