LBC
IBMF

Lawrence B. Cohen’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Lawrence B. Cohen’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
Q3 		– Sell
-10,881
Closed -$298K – 85
2016
Q2 		$298K Buy
+10,881
New +$298K 0.18% 69

Other funds holding IBMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Lawrence B. Cohen's IBMF Position: Q3 2016 in Review

Lawrence B. Cohen sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2016, closing a stake of 10,881 shares — an estimated $298K sold.

Lawrence B. Cohen first reported a position in IBMF in Q2 2016 and held it in 1 quarter. The position peaked at $298K in Q2 2016. 57 funds tracked by Wall St. Rank hold IBMF as of Q3 2016.

  • Lawrence B. Cohen reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Lawrence B. Cohen sold 10,881 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2016, an estimated $298K.
  • Lawrence B. Cohen first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2016 and held it in 1 quarter.
  • Lawrence B. Cohen's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $298K in Q2 2016.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2016.

Based on Lawrence B. Cohen's 13F filing for Q3 2016, filed 24 Oct 2016.