EWM
IBMG

Empirical Wealth Management’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Empirical Wealth Management’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,913
Closed -$201K – 107
2014
Q1 		$201K Buy
+7,913
New +$202K 0.05% 97

Other funds holding IBMG

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Empirical Wealth Management sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q2 2014, closing a stake of 7,913 shares — an estimated $201K sold.

Empirical Wealth Management first reported a position in IBMG in Q1 2014 and held it in 1 quarter. The position peaked at $201K in Q1 2014. 23 funds tracked by Wall St. Rank hold IBMG as of Q2 2014.

  • Empirical Wealth Management reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Empirical Wealth Management sold 7,913 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q2 2014, an estimated $201K.
  • Empirical Wealth Management first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q1 2014 and held it in 1 quarter.
  • Empirical Wealth Management's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $201K in Q1 2014.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q2 2014.

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