TRCT
IBMF

Tower Research Capital (TRC)’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Tower Research Capital (TRC)’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
2015
Q4 		– Sell
-200
Closed -$5K – 5495
2015
Q3 		$5K Buy
+200
New +$5.49K ﹤0.01% 2872

Other funds holding IBMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tower Research Capital (TRC)'s IBMF Position: Q4 2015 in Review

Tower Research Capital (TRC) sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q4 2015, closing a stake of 200 shares — an estimated $5K sold.

Tower Research Capital (TRC) first reported a position in IBMF in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 58 funds tracked by Wall St. Rank hold IBMF as of Q4 2015.

  • Tower Research Capital (TRC) reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 200 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q4 2015, an estimated $5K.
  • Tower Research Capital (TRC) first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q3 2015 and held it in 1 quarter.
  • Tower Research Capital (TRC)'s iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $5K in Q3 2015.
  • 58 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q4 2015.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2015, filed 10 Feb 2016.