WT
IBMF

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

Washington 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
Q3 		– Sell
-9,356
Closed -$259K – 194
2014
Q2 		$259K Sell
9,356
-794
-8% -$21.9K 0.02% 172
2014
Q1 		$280K Sell
10,150
-956
-9% -$26.4K 0.02% 167
2013
Q4 		$305K Hold
11,106
– – 0.02% 173
2013
Q3 		$305K Sell
11,106
-3,534
-24% -$96.5K 0.02% 169
2013
Q2 		$393K Buy
+14,640
New +$405K 0.03% 148

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Washington Trust's IBMF Position: Q3 2014 in Review

Washington Trust sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q3 2014, closing a stake of 9,356 shares — an estimated $259K sold.

Washington Trust first reported a position in IBMF in Q2 2013 and held it in 5 quarters. The position peaked at $393K in Q2 2013. 42 funds tracked by Wall St. Rank hold IBMF as of Q3 2014.

  • Washington Trust reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Washington Trust sold 9,356 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q3 2014, an estimated $259K.
  • Washington Trust first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q2 2013 and held it in 5 quarters.
  • Washington Trust's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $393K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q3 2014.

Based on Washington Trust's 13F filing for Q3 2014, filed 12 Nov 2014.