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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return