LWI
IBME

Long Wharf Investors’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Long Wharf Investors’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		$208K Hold
7,780
– – 0.16% 138
2014
Q1 		$208K Buy
+7,780
New +$209K 0.18% 139

Other funds holding IBME

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Long Wharf Investors held its ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) position steady in Q2 2014 at 7,780 shares worth $208K. The position accounts for 0.16% of the portfolio, ranked #138.

Long Wharf Investors first reported a position in IBME in Q1 2014 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold IBME as of Q2 2014.

  • Long Wharf Investors held 7,780 shares of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF worth $208K as of Q2 2014.
  • Long Wharf Investors left its ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF share count unchanged in Q2 2014.
  • ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF made up 0.16% of Long Wharf Investors's portfolio in Q2 2014, its #138 holding.
  • Long Wharf Investors first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q1 2014 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q2 2014.

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