FBNAT
IBMD

FirstMerit Bank N.A. Trustee’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

FirstMerit Bank N.A. Trustee’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
Q4 		– Sell
-11,506
Closed -$612K – 298
2013
Q3 		$612K Buy
+11,506
New +$611K 0.06% 159

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
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIA
Alerus Investment Advisors Wayzata, Minnesota $575M AUM 0.66% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's IBMD Position: Q4 2013 in Review

FirstMerit Bank N.A. Trustee sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q4 2013, closing a stake of 11,506 shares — an estimated $612K sold.

FirstMerit Bank N.A. Trustee first reported a position in IBMD in Q3 2013 and held it in 1 quarter. The position peaked at $612K in Q3 2013. 36 funds tracked by Wall St. Rank hold IBMD as of Q4 2013.

  • FirstMerit Bank N.A. Trustee reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q4 2013 after selling out during the quarter.
  • FirstMerit Bank N.A. Trustee sold 11,506 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q4 2013, an estimated $612K.
  • FirstMerit Bank N.A. Trustee first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q3 2013 and held it in 1 quarter.
  • FirstMerit Bank N.A. Trustee's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $612K in Q3 2013.
  • 36 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q4 2013.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q4 2013, filed 7 Feb 2014.