Ground Swell Capital’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Ground Swell Capital’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
2014 Q3	$10K	Buy	+360	New	+$9.95K	0.02%	1055

Other funds holding IBMF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ground Swell Capital's IBMF Position: Q3 2014 in Review

Ground Swell Capital opened a new position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2014: 360 shares worth $10K. The stake represents 0.02% of the portfolio and ranks #1055 among its holdings.

42 funds tracked by Wall St. Rank hold IBMF as of Q3 2014.

Ground Swell Capital held 360 shares of iShares iBonds Sep 2017 Term Muni Bond ETF worth $10K as of Q3 2014.
iShares iBonds Sep 2017 Term Muni Bond ETF was a new Ground Swell Capital position in Q3 2014.
iShares iBonds Sep 2017 Term Muni Bond ETF made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1055 holding.
42 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.