FHC
IBMD

First Heartland Consultants’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

First Heartland Consultants’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,711
Closed -$143K – 404
2013
Q2 		$143K Buy
+2,711
New +$144K 0.08% 215

Other funds holding IBMD

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Alerus Investment Advisors Wayzata, Minnesota $575M AUM 0.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

First Heartland Consultants's IBMD Position: Q3 2013 in Review

First Heartland Consultants sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2013, closing a stake of 2,711 shares — an estimated $143K sold.

First Heartland Consultants first reported a position in IBMD in Q2 2013 and held it in 1 quarter. The position peaked at $143K in Q2 2013. 28 funds tracked by Wall St. Rank hold IBMD as of Q3 2013.

  • First Heartland Consultants reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 2,711 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2013, an estimated $143K.
  • First Heartland Consultants first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $143K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.