UBS Group’s ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF IBMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-10,638
Closed -$557K 8974
2015
Q2
$557K Buy
10,638
+200
+2% +$10.5K ﹤0.01% 4027
2015
Q1
$548K Buy
10,438
+1,630
+19% +$85.7K ﹤0.01% 4067
2014
Q4
$464K Buy
+8,808
New +$465K ﹤0.01% 4272

UBS Group's IBMD Position: Q3 2015 in Review

UBS Group sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 10,638 shares — an estimated $557K sold.

UBS Group first reported a position in IBMD in Q4 2014 and held it in 3 quarters. The position peaked at $557K in Q2 2015. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • UBS Group reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • UBS Group sold 10,638 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $557K.
  • UBS Group first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q4 2014 and held it in 3 quarters.
  • UBS Group's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $557K in Q2 2015.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on UBS Group's 13F filing for Q3 2015, filed 13 Nov 2015.