TFF
IBMD

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

The Family Firm’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
2015
Q3 		– Sell
-8,504
Closed -$446K – 118
2015
Q2 		$446K Buy
8,504
+14
+0.2% +$735 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

The Family Firm's IBMD Position: Q3 2015 in Review

The Family Firm sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 8,504 shares — an estimated $446K sold.

The Family Firm first reported a position in IBMD in Q4 2014 and held it in 3 quarters. The position peaked at $447K in Q4 2014. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • The Family Firm reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • The Family Firm sold 8,504 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $446K.
  • The Family Firm first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q4 2014 and held it in 3 quarters.
  • The Family Firm's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $447K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on The Family Firm's 13F filing for Q3 2015, filed 13 Nov 2015.