SSG
IBMD

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

Summit Securities 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
2013
Q3 		– Sell
-19,243
Closed -$1.02M – 670
2013
Q2 		$1.02M Buy
+19,243
New +$1.02M 0.49% 44

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIA
Alerus Investment Advisors Wayzata, Minnesota $575M AUM 0.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Summit Securities Group's IBMD Position: Q3 2013 in Review

Summit Securities Group sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2013, closing a stake of 19,243 shares — an estimated $1.02M sold.

Summit Securities Group first reported a position in IBMD in Q2 2013 and held it in 1 quarter. The position peaked at $1.02M in Q2 2013. 28 funds tracked by Wall St. Rank hold IBMD as of Q3 2013.

  • Summit Securities Group reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2013 after selling out during the quarter.
  • Summit Securities Group sold 19,243 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2013, an estimated $1.02M.
  • Summit Securities Group first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q2 2013 and held it in 1 quarter.
  • Summit Securities Group's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $1.02M in Q2 2013.
  • 28 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2013.

Based on Summit Securities Group's 13F filing for Q3 2013, filed 1 Nov 2013.