PBO
IBMF

Peoples Bank (Ohio)’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Peoples Bank (Ohio)’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
2016
Q3 		– Sell
-11,700
Closed -$320K – 99
2016
Q2 		$320K Sell
11,700
-594
-5% -$16.3K 0.2% 69
2016
Q1 		$337K Hold
12,294
– – 0.22% 64
2015
Q4 		$336K Buy
+12,294
New +$337K 0.2% 65

Other funds holding IBMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Peoples Bank (Ohio)'s IBMF Position: Q3 2016 in Review

Peoples Bank (Ohio) sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2016, closing a stake of 11,700 shares — an estimated $320K sold.

Peoples Bank (Ohio) first reported a position in IBMF in Q4 2015 and held it in 3 quarters. The position peaked at $337K in Q1 2016. 57 funds tracked by Wall St. Rank hold IBMF as of Q3 2016.

  • Peoples Bank (Ohio) reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Peoples Bank (Ohio) sold 11,700 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2016, an estimated $320K.
  • Peoples Bank (Ohio) first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2015 and held it in 3 quarters.
  • Peoples Bank (Ohio)'s iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $337K in Q1 2016.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2016.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2016, filed 7 Nov 2016.