1834 Investment Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

1834 Investment Advisors’s Portfolio IBML Stock Details IBML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,195	Closed	-$30K	–	469
2022 Q2	$30K	Hold	1,195	–	–	﹤0.01%	309
2022 Q1	$30K	Hold	1,195	–	–	﹤0.01%	283
2021 Q4	$31K	Hold	1,195	–	–	﹤0.01%	298
2021 Q3	$31K	Hold	1,195	–	–	﹤0.01%	305
2021 Q2	$31K	Hold	1,195	–	–	﹤0.01%	315
2021 Q1	$31K	Hold	1,195	–	–	﹤0.01%	296
2020 Q4	$31K	Sell	1,195 -10,210	-90%	-$268K	﹤0.01%	292
2020 Q3	$300K	Buy	11,405 +6,000	+111%	+$158K	0.04%	153
2020 Q2	$142K	Buy	5,405 +1,295	+32%	+$33.6K	0.02%	198
2020 Q1	$105K	Hold	4,110	–	–	0.02%	216
2019 Q4	$106K	Hold	4,110	–	–	0.02%	237
2019 Q3	$106K	Hold	4,110	–	–	0.02%	236
2019 Q2	$106K	Buy	4,110 +210	+5%	+$5.36K	0.02%	234
2019 Q1	$99K	Buy	3,900 +300	+8%	+$7.59K	0.02%	232
2018 Q4	$90K	Hold	3,600	–	–	0.02%	227
2018 Q3	$89K	Hold	3,600	–	–	0.01%	243
2018 Q2	$90K	Buy	3,600 +600	+20%	+$14.9K	0.01%	235
2018 Q1	$75K	Hold	3,000	–	–	0.01%	241
2017 Q4	$76K	Buy	+3,000	New	+$76K	0.01%	258

Other funds holding IBML

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

1834 Investment Advisors's IBML Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2022, closing a stake of 1,195 shares — an estimated $30K sold.

1834 Investment Advisors first reported a position in IBML in Q4 2017 and held it in 19 quarters. The position peaked at $300K in Q3 2020. 142 funds tracked by Wall St. Rank hold IBML as of Q3 2022.

1834 Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,195 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2022, an estimated $30K.
1834 Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $300K in Q3 2020.
142 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.