WA
IBME

WFG Advisors’s ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF IBME Stock Holding History

WFG Advisors’s Portfolio IBME Stock Details IBME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-358
Closed -$10K – 2207
2014
Q4 		$10K Hold
358
– – ﹤0.01% 1482
2014
Q3 		$10K Hold
358
– – ﹤0.01% 1510
2014
Q2 		$10K Buy
358
+2
+0.6% +$54 ﹤0.01% 1499
2014
Q1 		$10K Hold
356
– – ﹤0.01% 1479
2013
Q4 		$10K Hold
356
– – ﹤0.01% 1595
2013
Q3 		$10K Buy
356
+2
+0.6% +$53 ﹤0.01% 1538
2013
Q2 		$10K Buy
+354
New +$9.49K ﹤0.01% 1471

Other funds holding IBME

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VCM
Vigilant Capital Management Portland, Maine $1.34B AUM 15.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WFG Advisors's IBME Position: Q1 2015 in Review

WFG Advisors sold out of ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF (IBME) in Q1 2015, closing a stake of 358 shares — an estimated $10K sold.

WFG Advisors first reported a position in IBME in Q2 2013 and held it in 7 quarters. The position peaked at $10K in Q4 2014. 49 funds tracked by Wall St. Rank hold IBME as of Q1 2015.

  • WFG Advisors reported no remaining ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 358 ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF shares in Q1 2015, an estimated $10K.
  • WFG Advisors first reported a position in ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF position peaked at $10K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2016 TERM MUNI BOND ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.