Advisornet Financial’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Advisornet Financial’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 Q2	–	Sell	-255	Closed	-$6K	–	2201
2022 Q1	$6K	Buy	+255	New	+$6.55K	﹤0.01%	1593
2020 Q1	–	Sell	-900	Closed	-$23.2K	–	1975
2019 Q4	$23K	Sell	900 -1,150	-56%	-$29.7K	﹤0.01%	1155
2019 Q3	$53K	Buy	2,050 +750	+58%	+$19.4K	﹤0.01%	887
2019 Q2	$33K	Hold	1,300	–	–	﹤0.01%	937
2019 Q1	$33K	Buy	1,300 +200	+18%	+$5.06K	﹤0.01%	859
2018 Q4	$28K	Buy	1,100 +500	+83%	+$12.4K	﹤0.01%	838
2018 Q3	$15K	Hold	600	–	–	﹤0.01%	1031
2018 Q2	$15K	Hold	600	–	–	﹤0.01%	1025
2018 Q1	$15K	Buy	+600	New	+$15K	﹤0.01%	992

Other funds holding IBML

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

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

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

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

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

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

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

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

LIM

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Advisornet Financial's IBML Position: Q2 2022 in Review

Advisornet Financial sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2022, closing a stake of 255 shares — an estimated $6K sold.

Advisornet Financial first reported a position in IBML in Q1 2018 and held it in 9 quarters. The position peaked at $53K in Q3 2019. 140 funds tracked by Wall St. Rank hold IBML as of Q2 2022.

Advisornet Financial reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 255 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2022, an estimated $6K.
Advisornet Financial first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2018 and held it in 9 quarters.
Advisornet Financial's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $53K in Q3 2019.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.