MWAM
IBMG

Mariner Wealth Advisors (Madison)’s iShares iBonds Sep 2018 Term Muni Bond ETF IBMG Stock Holding History

Mariner Wealth Advisors (Madison)’s Portfolio IBMG Stock Details IBMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$39K Buy
+1,550
New +$38.6K 0.02% 101

Other funds holding IBMG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mariner Wealth Advisors (Madison) opened a new position in iShares iBonds Sep 2018 Term Muni Bond ETF (IBMG) in Q3 2013: 1,550 shares worth $39K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings.

9 funds tracked by Wall St. Rank hold IBMG as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 1,550 shares of iShares iBonds Sep 2018 Term Muni Bond ETF worth $39K as of Q3 2013.
  • iShares iBonds Sep 2018 Term Muni Bond ETF was a new Mariner Wealth Advisors (Madison) position in Q3 2013.
  • iShares iBonds Sep 2018 Term Muni Bond ETF made up 0.02% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #101 holding.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Sep 2018 Term Muni Bond ETF as of Q3 2013.

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