MWAM
IBMF

Mariner Wealth Advisors (Madison)’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$39K Buy
+1,430
New +$39K 0.02% 100

Other funds holding IBMF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s IBMF Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) opened a new position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2013: 1,430 shares worth $39K. The stake represents 0.02% of the portfolio and ranks #100 among its holdings.

27 funds tracked by Wall St. Rank hold IBMF as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,430 shares of iShares iBonds Sep 2017 Term Muni Bond ETF worth $39K as of Q3 2013.
  • iShares iBonds Sep 2017 Term Muni Bond ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
  • iShares iBonds Sep 2017 Term Muni Bond ETF made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #100 holding.
  • 27 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.