4WM
IBML

4J Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

4J Wealth Management’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
2023
Q4 		– Sell
-9,797
Closed -$250K – 91
2023
Q3 		$250K Buy
9,797
+39
+0.4% +$994 0.25% 70
2023
Q2 		$249K Buy
9,758
+728
+8% +$18.5K 0.24% 71
2023
Q1 		$230K Buy
9,030
+417
+5% +$10.6K 0.25% 68
2022
Q4 		$218K Buy
+8,613
New +$218K 0.25% 72

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

4J Wealth Management's IBML Position: Q4 2023 in Review

4J Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 9,797 shares — an estimated $250K sold.

4J Wealth Management first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $250K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • 4J Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • 4J Wealth Management sold 9,797 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $250K.
  • 4J Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • 4J Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $250K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on 4J Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.