LBC
IBMK

Lawrence B. Cohen’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Lawrence B. Cohen’s Portfolio IBMK Stock Details IBMK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-11,493
Closed -$304K – 81
2016
Q2 		$304K Buy
+11,493
New +$302K 0.18% 64

Other funds holding IBMK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Lawrence B. Cohen sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2016, closing a stake of 11,493 shares — an estimated $304K sold.

Lawrence B. Cohen first reported a position in IBMK in Q2 2016 and held it in 1 quarter. The position peaked at $304K in Q2 2016. 30 funds tracked by Wall St. Rank hold IBMK as of Q3 2016.

  • Lawrence B. Cohen reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Lawrence B. Cohen sold 11,493 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2016, an estimated $304K.
  • Lawrence B. Cohen first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q2 2016 and held it in 1 quarter.
  • Lawrence B. Cohen's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $304K in Q2 2016.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2016.

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