TT
IBMF

Tower Trust’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Tower Trust’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
2014
Q1 		$325K Buy
+11,788
New +$326K 0.21% 119

Other funds holding IBMF

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Tower Trust's IBMF Position: Q1 2014 in Review

Tower Trust opened a new position in iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q1 2014: 11,788 shares worth $325K. The stake represents 0.21% of the portfolio and ranks #119 among its holdings.

37 funds tracked by Wall St. Rank hold IBMF as of Q1 2014.

  • Tower Trust held 11,788 shares of iShares iBonds Sep 2017 Term Muni Bond ETF worth $325K as of Q1 2014.
  • iShares iBonds Sep 2017 Term Muni Bond ETF was a new Tower Trust position in Q1 2014.
  • iShares iBonds Sep 2017 Term Muni Bond ETF made up 0.21% of Tower Trust's portfolio in Q1 2014, its #119 holding.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.