The Family Firm’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-8,504
Closed -$446K 118
2015
Q2
$446K Buy
8,504
+14
+0.2% +$734 0.23% 66
2015
Q1
$446K Buy
8,490
+15
+0.2% +$788 0.23% 64
2014
Q4
$447K Buy
+8,475
New +$447K 0.23% 64