LW
IBMD

Linscomb Wealth’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Linscomb Wealth’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-7,903
Closed -$414K – 277
2015
Q2 		$414K Sell
7,903
-286
-3% -$15K 0.05% 185
2015
Q1 		$430K Buy
8,189
+1
+0% +$53 0.05% 185
2014
Q4 		$432K Sell
8,188
-504
-6% -$26.6K 0.05% 182
2014
Q3 		$459K Sell
8,692
-500
-5% -$26.5K 0.05% 181
2014
Q2 		$488K Buy
9,192
+1
+0% +$53 0.05% 174
2014
Q1 		$488K Sell
9,191
-999
-10% -$53K 0.05% 170
2013
Q4 		$542K Buy
10,190
+2,601
+34% +$138K 0.07% 142
2013
Q3 		$404K Sell
7,589
-191
-2% -$10.1K 0.05% 155
2013
Q2 		$412K Buy
+7,780
New +$414K 0.06% 150

Linscomb Wealth's IBMD Position: Q3 2015 in Review

Linscomb Wealth sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 7,903 shares — an estimated $414K sold.

Linscomb Wealth first reported a position in IBMD in Q2 2013 and held it in 9 quarters. The position peaked at $542K in Q4 2013. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • Linscomb Wealth reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • Linscomb Wealth sold 7,903 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $414K.
  • Linscomb Wealth first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 9 quarters.
  • Linscomb Wealth's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $542K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on Linscomb Wealth's 13F filing for Q3 2015, filed 9 Nov 2015.