GWA
IBMF

Genesis Wealth Advisors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Genesis Wealth Advisors’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$2.03K Hold
74
– – ﹤0.01% 461
2015
Q1 		$2.03K Hold
74
– – ﹤0.01% 415
2014
Q4 		$2.04K Buy
+74
New +$2.04K ﹤0.01% 444

Other funds holding IBMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Genesis Wealth Advisors held its iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) position steady in Q2 2015 at 74 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Genesis Wealth Advisors first reported a position in IBMF in Q4 2014 and has held it in 3 quarters since. The position peaked at $2.04K in Q4 2014. 52 funds tracked by Wall St. Rank hold IBMF as of Q2 2015.

  • Genesis Wealth Advisors held 74 shares of iShares iBonds Sep 2017 Term Muni Bond ETF worth $2.03K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares iBonds Sep 2017 Term Muni Bond ETF share count unchanged in Q2 2015.
  • iShares iBonds Sep 2017 Term Muni Bond ETF made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #461 holding.
  • Genesis Wealth Advisors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $2.04K in Q4 2014.
  • 52 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q2 2015.

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