PAG
IBMD

Pinnacle Advisory Group’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Pinnacle Advisory Group’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-11,723
Closed -$618K – 160
2014
Q4 		$618K Buy
+11,723
New +$618K 0.06% 70

Other funds holding IBMD

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Pinnacle Advisory Group's IBMD Position: Q1 2015 in Review

Pinnacle Advisory Group sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q1 2015, closing a stake of 11,723 shares — an estimated $618K sold.

Pinnacle Advisory Group first reported a position in IBMD in Q4 2014 and held it in 1 quarter. The position peaked at $618K in Q4 2014. 50 funds tracked by Wall St. Rank hold IBMD as of Q1 2015.

  • Pinnacle Advisory Group reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q1 2015 after selling out during the quarter.
  • Pinnacle Advisory Group sold 11,723 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q1 2015, an estimated $618K.
  • Pinnacle Advisory Group first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q4 2014 and held it in 1 quarter.
  • Pinnacle Advisory Group's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $618K in Q4 2014.
  • 50 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q1 2015.

Based on Pinnacle Advisory Group's 13F filing for Q1 2015, filed 1 May 2015.