RJA
IBMD

Raymond James & Associates’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Raymond James & Associates’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
2013
Q4 		– Sell
-26,620
Closed -$1.42M – 2071
2013
Q3 		$1.42M Sell
26,620
-2,032
-7% -$108K 0.01% 1054
2013
Q2 		$1.52M Buy
+28,652
New +$1.53M 0.01% 952

Other funds holding IBMD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AIA
Alerus Investment Advisors Wayzata, Minnesota $575M AUM 0.66% 1-Year Est. Return

Raymond James & Associates's IBMD Position: Q4 2013 in Review

Raymond James & Associates sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q4 2013, closing a stake of 26,620 shares — an estimated $1.42M sold.

Raymond James & Associates first reported a position in IBMD in Q2 2013 and held it in 2 quarters. The position peaked at $1.52M in Q2 2013. 36 funds tracked by Wall St. Rank hold IBMD as of Q4 2013.

  • Raymond James & Associates reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q4 2013 after selling out during the quarter.
  • Raymond James & Associates sold 26,620 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q4 2013, an estimated $1.42M.
  • Raymond James & Associates first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 2 quarters.
  • Raymond James & Associates's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $1.52M in Q2 2013.
  • 36 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q4 2013.

Based on Raymond James & Associates's 13F filing for Q4 2013, filed 13 Feb 2014.