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

HighTower 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 Q1	–	Sell	-64,070	Closed	-$1.76M	–	1732
2014 Q4	$1.76M	Buy	64,070 +12,630	+25%	+$348K	0.03%	628
2014 Q3	$1.42M	Buy	51,440 +8,414	+20%	+$232K	0.02%	659
2014 Q2	$1.19M	Buy	43,026 +9,460	+28%	+$261K	0.02%	748
2014 Q1	$925K	Buy	33,566 +9,662	+40%	+$267K	0.02%	776
2013 Q4	$657K	Sell	23,904 -1,670	-7%	-$46K	0.01%	855
2013 Q3	$703K	Buy	25,574 +13,324	+109%	+$364K	0.02%	736
2013 Q2	$329K	Buy	+12,250	New	+$339K	0.01%	954

Other funds holding IBMF

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

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

VCM

Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors's IBMF Position: Q1 2015 in Review

HighTower Advisors sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q1 2015, closing a stake of 64,070 shares — an estimated $1.76M sold.

HighTower Advisors first reported a position in IBMF in Q2 2013 and held it in 7 quarters. The position peaked at $1.76M in Q4 2014. 50 funds tracked by Wall St. Rank hold IBMF as of Q1 2015.

HighTower Advisors reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q1 2015 after selling out during the quarter.
HighTower Advisors sold 64,070 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q1 2015, an estimated $1.76M.
HighTower Advisors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2013 and held it in 7 quarters.
HighTower Advisors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $1.76M in Q4 2014.
50 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q1 2015.

Based on HighTower Advisors's 13F filing for Q1 2015, filed 15 May 2015.