LBC
IBMI

Lawrence B. Cohen’s iShares iBonds Sep 2020 Term Muni Bond ETF IBMI Stock Holding History

Lawrence B. Cohen’s Portfolio IBMI Stock Details IBMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-11,571
Closed -$300K – 91
2016
Q2 		$300K Buy
+11,571
New +$299K 0.18% 66

Other funds holding IBMI

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Lawrence B. Cohen sold out of iShares iBonds Sep 2020 Term Muni Bond ETF (IBMI) in Q3 2016, closing a stake of 11,571 shares — an estimated $300K sold.

Lawrence B. Cohen first reported a position in IBMI in Q2 2016 and held it in 1 quarter. The position peaked at $300K in Q2 2016. 45 funds tracked by Wall St. Rank hold IBMI as of Q3 2016.

  • Lawrence B. Cohen reported no remaining iShares iBonds Sep 2020 Term Muni Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Lawrence B. Cohen sold 11,571 iShares iBonds Sep 2020 Term Muni Bond ETF shares in Q3 2016, an estimated $300K.
  • Lawrence B. Cohen first reported a position in iShares iBonds Sep 2020 Term Muni Bond ETF in Q2 2016 and held it in 1 quarter.
  • Lawrence B. Cohen's iShares iBonds Sep 2020 Term Muni Bond ETF position peaked at $300K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held iShares iBonds Sep 2020 Term Muni Bond ETF as of Q3 2016.

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