Webster Bank’s iShares iBonds Sep 2017 Term Muni Bond ETF IBMF Stock Holding History

Webster Bank’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
2017 Q2	–	Sell	-4,550	Closed	-$124K	–	571
2017 Q1	$124K	Hold	4,550	–	–	0.02%	261
2016 Q4	$124K	Buy	+4,550	New	+$124K	0.02%	249

Other funds holding IBMF

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Webster Bank's IBMF Position: Q2 2017 in Review

Webster Bank sold out of iShares iBonds Sep 2017 Term Muni Bond ETF (IBMF) in Q2 2017, closing a stake of 4,550 shares — an estimated $124K sold.

Webster Bank first reported a position in IBMF in Q4 2016 and held it in 2 quarters. The position peaked at $124K in Q1 2017. 60 funds tracked by Wall St. Rank hold IBMF as of Q2 2017.

Webster Bank reported no remaining iShares iBonds Sep 2017 Term Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
Webster Bank sold 4,550 iShares iBonds Sep 2017 Term Muni Bond ETF shares in Q2 2017, an estimated $124K.
Webster Bank first reported a position in iShares iBonds Sep 2017 Term Muni Bond ETF in Q4 2016 and held it in 2 quarters.
Webster Bank's iShares iBonds Sep 2017 Term Muni Bond ETF position peaked at $124K in Q1 2017.
60 funds tracked by Wall St. Rank held iShares iBonds Sep 2017 Term Muni Bond ETF as of Q2 2017.

Based on Webster Bank's 13F filing for Q2 2017, filed 12 Jul 2017.