MAA
IBMH

Managed Account Advisors’s iShares iBonds Sep 2019 Term Muni Bond ETF IBMH Stock Holding History

Managed Account Advisors’s Portfolio IBMH Stock Details IBMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$495K Buy
19,537
+15,591
+395% +$395K ﹤0.01% 2300
2015
Q1 		$101K Buy
+3,946
New +$101K ﹤0.01% 2539

Other funds holding IBMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Managed Account Advisors's IBMH Position: Q2 2015 in Review

Managed Account Advisors increased its iShares iBonds Sep 2019 Term Muni Bond ETF (IBMH) stake by 395% in Q2 2015, buying an estimated $395K and bringing the position to 19,537 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

Managed Account Advisors first reported a position in IBMH in Q1 2015 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold IBMH as of Q2 2015.

  • Managed Account Advisors held 19,537 shares of iShares iBonds Sep 2019 Term Muni Bond ETF worth $495K as of Q2 2015.
  • Managed Account Advisors bought 15,591 iShares iBonds Sep 2019 Term Muni Bond ETF shares in Q2 2015, an estimated $395K.
  • iShares iBonds Sep 2019 Term Muni Bond ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2300 holding.
  • Managed Account Advisors first reported a position in iShares iBonds Sep 2019 Term Muni Bond ETF in Q1 2015 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Sep 2019 Term Muni Bond ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.