LBC
IBMH

Lawrence B. Cohen’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Lawrence B. Cohen’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
2016
Q3 		– Sell
-11,618
Closed -$299K – 84
2016
Q2 		$299K Buy
+11,618
New +$299K 0.18% 67

Other funds holding IBMH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Lawrence B. Cohen sold out of iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) in Q3 2016, closing a stake of 11,618 shares — an estimated $299K sold.

Lawrence B. Cohen first reported a position in IBMH in Q2 2016 and held it in 1 quarter. The position peaked at $299K in Q2 2016. 46 funds tracked by Wall St. Rank hold IBMH as of Q3 2016.

  • Lawrence B. Cohen reported no remaining iShares iBonds Sep 2019 Term Muni Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Lawrence B. Cohen sold 11,618 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q3 2016, an estimated $299K.
  • Lawrence B. Cohen first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q2 2016 and held it in 1 quarter.
  • Lawrence B. Cohen's iShares iBonds Sep 2019 Term Muni Bond ETF position peaked at $299K in Q2 2016.
  • 46 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q3 2016.

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