LWAC
IBMF

Laurel Wealth Advisors (California)’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Laurel Wealth Advisors (California)’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
2016
Q1 		– Sell
-7,992
Closed -$219K – 369
2015
Q4 		$219K Buy
+7,992
New +$219K 0.11% 215

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IBMF Position: Q1 2016 in Review

Laurel Wealth Advisors (California) sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q1 2016, closing a stake of 7,992 shares — an estimated $219K sold.

Laurel Wealth Advisors (California) first reported a position in IBMF in Q4 2015 and held it in 1 quarter. The position peaked at $219K in Q4 2015. 54 funds tracked by Wall St. Rank hold IBMF as of Q1 2016.

  • Laurel Wealth Advisors (California) reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 7,992 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q1 2016, an estimated $219K.
  • Laurel Wealth Advisors (California) first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2015 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $219K in Q4 2015.
  • 54 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q1 2016.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2016, filed 6 Jul 2016.