FHC
IBME

First Heartland Consultants’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-3,718
Closed -$102K – 399
2013
Q2 		$102K Buy
+3,718
New +$99.7K 0.06% 231

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

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

First Heartland Consultants sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q3 2013, closing a stake of 3,718 shares — an estimated $102K sold.

First Heartland Consultants first reported a position in IBME in Q2 2013 and held it in 1 quarter. The position peaked at $102K in Q2 2013. 24 funds tracked by Wall St. Rank hold IBME as of Q3 2013.

  • First Heartland Consultants reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 3,718 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q3 2013, an estimated $102K.
  • First Heartland Consultants first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $102K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q3 2013.

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