Tradewinds Global Investors’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Tradewinds Global Investors’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
2016 Q3	–	Sell	-16,136	Closed	-$441K	–	166
2016 Q2	$441K	Sell	16,136 -87	-0.5%	-$2.38K	0.03%	100
2016 Q1	$444K	Hold	16,223	–	–	0.03%	102
2015 Q4	$443K	Hold	16,223	–	–	0.03%	109
2015 Q3	$446K	Buy	+16,223	New	+$446K	0.02%	104

Other funds holding IBMF

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Tradewinds Global Investors's IBMF Position: Q3 2016 in Review

Tradewinds Global Investors sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2016, closing a stake of 16,136 shares — an estimated $441K sold.

Tradewinds Global Investors first reported a position in IBMF in Q3 2015 and held it in 4 quarters. The position peaked at $446K in Q3 2015. 57 funds tracked by Wall St. Rank hold IBMF as of Q3 2016.

Tradewinds Global Investors reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2016 after selling out during the quarter.
Tradewinds Global Investors sold 16,136 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2016, an estimated $441K.
Tradewinds Global Investors first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q3 2015 and held it in 4 quarters.
Tradewinds Global Investors's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $446K in Q3 2015.
57 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2016.

Based on Tradewinds Global Investors's 13F filing for Q3 2016, filed 14 Nov 2016.