TTWM
IBMF

TCV Trust & Wealth Management’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

TCV Trust & Wealth Management’s Portfolio IBMF Stock Details IBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-13,000
Closed -$354K – 192
2016
Q4 		$354K Buy
+13,000
New +$354K 0.06% 143

Other funds holding IBMF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

TCV Trust & Wealth Management's IBMF Position: Q1 2017 in Review

TCV Trust & Wealth Management sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q1 2017, closing a stake of 13,000 shares — an estimated $354K sold.

TCV Trust & Wealth Management first reported a position in IBMF in Q4 2016 and held it in 1 quarter. The position peaked at $354K in Q4 2016. 59 funds tracked by Wall St. Rank hold IBMF as of Q1 2017.

  • TCV Trust & Wealth Management reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 13,000 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q1 2017, an estimated $354K.
  • TCV Trust & Wealth Management first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2016 and held it in 1 quarter.
  • TCV Trust & Wealth Management's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $354K in Q4 2016.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q1 2017.

Based on TCV Trust & Wealth Management's 13F filing for Q1 2017, filed 4 May 2017.