SIA
IBME

Spruce Investment Advisors’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

Spruce Investment Advisors’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,460
Closed -$280K – 20
2013
Q4 		$280K Buy
+10,460
New +$280K 0.13% 17

Other funds holding IBME

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 $1.81B AUM 19.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spruce Investment Advisors's IBME Position: Q1 2014 in Review

Spruce Investment Advisors sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q1 2014, closing a stake of 10,460 shares — an estimated $280K sold.

Spruce Investment Advisors first reported a position in IBME in Q4 2013 and held it in 1 quarter. The position peaked at $280K in Q4 2013. 39 funds tracked by Wall St. Rank hold IBME as of Q1 2014.

  • Spruce Investment Advisors reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q1 2014 after selling out during the quarter.
  • Spruce Investment Advisors sold 10,460 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q1 2014, an estimated $280K.
  • Spruce Investment Advisors first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q4 2013 and held it in 1 quarter.
  • Spruce Investment Advisors's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $280K in Q4 2013.
  • 39 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q1 2014.

Based on Spruce Investment Advisors's 13F filing for Q1 2014, filed 5 May 2014.