Ironwood Financial’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Ironwood Financial’s Portfolio IBMH Stock Details IBMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$241K	Buy	+9,420	New	+$240K	0.12%	62

Other funds holding IBMH

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ironwood Financial's IBMH Position: Q3 2015 in Review

Ironwood Financial opened a new position in iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2015: 9,420 shares worth $241K. The stake represents 0.12% of the portfolio and ranks #62 among its holdings.

32 funds tracked by Wall St. Rank hold IBMH as of Q3 2015.

Ironwood Financial held 9,420 shares of iShares iBonds Sep 2019 Term Muni Bond ETF worth $241K as of Q3 2015.
iShares iBonds Sep 2019 Term Muni Bond ETF was a new Ironwood Financial position in Q3 2015.
iShares iBonds Sep 2019 Term Muni Bond ETF made up 0.12% of Ironwood Financial's portfolio in Q3 2015, its #62 holding.
32 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.