Stifel Financial’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
-5,618
Closed -$294K 2469
2015
Q2
$294K Buy
5,618
+1,223
+28% +$64.2K ﹤0.01% 1974
2015
Q1
$231K Buy
+4,395
New +$231K ﹤0.01% 2043

Stifel Financial's IBMD Position: Q3 2015 in Review

Stifel Financial sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 5,618 shares — an estimated $294K sold.

Stifel Financial first reported a position in IBMD in Q1 2015 and held it in 2 quarters. The position peaked at $294K in Q2 2015. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • Stifel Financial reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • Stifel Financial sold 5,618 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $294K.
  • Stifel Financial first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q1 2015 and held it in 2 quarters.
  • Stifel Financial's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $294K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on Stifel Financial's 13F filing for Q3 2015, filed 16 Nov 2015.