LPL Financial
IBMD

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

LPL Financial’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
-11,865
Closed -$623K – 2985
2015
Q2 		$623K Sell
11,865
-3,417
-22% -$179K ﹤0.01% 1725
2015
Q1 		$802K Sell
15,282
-10,536
-41% -$554K ﹤0.01% 1521
2014
Q4 		$1.36M Sell
25,818
-1,360
-5% -$71.7K 0.01% 1100
2014
Q3 		$1.44M Buy
27,178
+1,664
+7% +$88K 0.01% 1060
2014
Q2 		$1.35M Sell
25,514
-7,232
-22% -$384K 0.01% 1126
2014
Q1 		$1.74M Sell
32,746
-2,462
-7% -$131K 0.01% 913
2013
Q4 		$1.87M Buy
35,208
+11,811
+50% +$628K 0.01% 858
2013
Q3 		$1.24M Buy
23,397
+3,255
+16% +$173K 0.01% 1055
2013
Q2 		$1.07M Buy
+20,142
New +$1.07M 0.01% 1091

LPL Financial's IBMD Position: Q3 2015 in Review

LPL Financial sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 11,865 shares — an estimated $623K sold.

LPL Financial first reported a position in IBMD in Q2 2013 and held it in 9 quarters. The position peaked at $1.87M in Q4 2013. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • LPL Financial reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • LPL Financial sold 11,865 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $623K.
  • LPL Financial first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 9 quarters.
  • LPL Financial's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $1.87M 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 LPL Financial's 13F filing for Q3 2015, filed 13 Nov 2015.