LWI
IBMD

Long Wharf Investors’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Long Wharf Investors’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
2014
Q2 		– Sell
-3,800
Closed -$202K – 149
2014
Q1 		$202K Sell
3,800
-1,620
-30% -$86K 0.17% 142
2013
Q4 		$288K Buy
5,420
+200
+4% +$10.6K 0.26% 106
2013
Q3 		$278K Sell
5,220
-2,750
-35% -$146K 0.26% 109
2013
Q2 		$422K Buy
+7,970
New +$424K 0.42% 82

Other funds holding IBMD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Long Wharf Investors's IBMD Position: Q2 2014 in Review

Long Wharf Investors sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q2 2014, closing a stake of 3,800 shares — an estimated $202K sold.

Long Wharf Investors first reported a position in IBMD in Q2 2013 and held it in 4 quarters. The position peaked at $422K in Q2 2013. 38 funds tracked by Wall St. Rank hold IBMD as of Q2 2014.

  • Long Wharf Investors reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q2 2014 after selling out during the quarter.
  • Long Wharf Investors sold 3,800 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q2 2014, an estimated $202K.
  • Long Wharf Investors first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 4 quarters.
  • Long Wharf Investors's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $422K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.