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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,800
Closed -$202K – 149
2014
Q1 		$202K Sell
3,800
-1,620
-30% -$86.1K 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 +$422K 0.42% 82