WA
IBMD

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

Winfield Associates’s Portfolio IBMD Stock Details IBMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,195
Closed -$63K – 321
2015
Q2 		$63K Hold
1,195
– – 0.04% 151
2015
Q1 		$63K Hold
1,195
– – 0.04% 152
2014
Q4 		$63K Sell
1,195
-400
-25% -$21.1K 0.05% 151
2014
Q3 		$84K Sell
1,595
-700
-31% -$37K 0.06% 145
2014
Q2 		$121K Hold
2,295
– – 0.09% 144
2014
Q1 		$122K Buy
2,295
+700
+44% +$37.2K 0.1% 137
2013
Q4 		$85K Buy
+1,595
New +$84.8K 0.07% 147

Winfield Associates's IBMD Position: Q3 2015 in Review

Winfield Associates sold out of ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF (IBMD) in Q3 2015, closing a stake of 1,195 shares — an estimated $63K sold.

Winfield Associates first reported a position in IBMD in Q4 2013 and held it in 7 quarters. The position peaked at $122K in Q1 2014. 0 funds tracked by Wall St. Rank hold IBMD as of Q3 2015.

  • Winfield Associates reported no remaining ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position as of Q3 2015 after selling out during the quarter.
  • Winfield Associates sold 1,195 ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF shares in Q3 2015, an estimated $63K.
  • Winfield Associates first reported a position in ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF in Q4 2013 and held it in 7 quarters.
  • Winfield Associates's ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF position peaked at $122K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held ISHARES IBONDS SEP 2015 AMT-FREE MUNI BOND ETF as of Q3 2015.

Based on Winfield Associates's 13F filing for Q3 2015, filed 6 Nov 2015.