GWA
IBMD

Genesis Wealth Advisors’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$1.94K Hold
37
– – ﹤0.01% 463
2015
Q1 		$1.94K Hold
37
– – ﹤0.01% 416
2014
Q4 		$1.94K Buy
+37
New +$1.95K ﹤0.01% 446

Other funds holding IBMD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Genesis Wealth Advisors's IBMD Position: Q2 2015 in Review

Genesis Wealth Advisors held its ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) position steady in Q2 2015 at 37 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Genesis Wealth Advisors first reported a position in IBMD in Q4 2014 and has held it in 3 quarters since. The position peaked at $1.94K in Q4 2014. 45 funds tracked by Wall St. Rank hold IBMD as of Q2 2015.

  • Genesis Wealth Advisors held 37 shares of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF worth $1.94K as of Q2 2015.
  • Genesis Wealth Advisors left its ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF share count unchanged in Q2 2015.
  • ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #463 holding.
  • Genesis Wealth Advisors first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $1.94K in Q4 2014.
  • 45 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.