Parasol Investment Management’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-500
Closed -$26K 260
2015
Q2
$26K Hold
500
0.02% 141
2015
Q1
$26K Hold
500
0.02% 145
2014
Q4
$26K Hold
500
0.02% 159
2014
Q3
$26K Hold
500
0.02% 146
2014
Q2
$27K Hold
500
0.02% 145
2014
Q1
$27K Hold
500
0.02% 125
2013
Q4
$27K Buy
+500
New +$26.6K 0.02% 129

Parasol Investment Management's IBMD Position: Q3 2015 in Review

Parasol Investment Management sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 500 shares — an estimated $26K sold.

Parasol Investment Management first reported a position in IBMD in Q4 2013 and held it in 7 quarters. The position peaked at $27K in Q2 2014. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • Parasol Investment Management reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • Parasol Investment Management sold 500 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $26K.
  • Parasol Investment Management first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q4 2013 and held it in 7 quarters.
  • Parasol Investment Management's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $27K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on Parasol Investment Management's 13F filing for Q3 2015, filed 22 Oct 2015.