LBC
IBMG

Lawrence B. Cohen’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Lawrence B. Cohen’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-11,642
Closed -$299K – 92
2016
Q2 		$299K Buy
+11,642
New +$298K 0.18% 68

Other funds holding IBMG

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Lawrence B. Cohen sold out of iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2016, closing a stake of 11,642 shares — an estimated $299K sold.

Lawrence B. Cohen first reported a position in IBMG in Q2 2016 and held it in 1 quarter. The position peaked at $299K in Q2 2016. 50 funds tracked by Wall St. Rank hold IBMG as of Q3 2016.

  • Lawrence B. Cohen reported no remaining iShares iBonds Sep 2018 Term Muni Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Lawrence B. Cohen sold 11,642 iShares iBonds Sep 2018 Term Muni Bond ETF shares in Q3 2016, an estimated $299K.
  • Lawrence B. Cohen first reported a position in iShares iBonds Sep 2018 Term Muni Bond ETF in Q2 2016 and held it in 1 quarter.
  • Lawrence B. Cohen's iShares iBonds Sep 2018 Term Muni Bond ETF position peaked at $299K in Q2 2016.
  • 50 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2016.

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