Advisory Services Network’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Advisory Services Network’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	-17,284	Closed	-$441K	–	3892
2023 Q3	$441K	Sell	17,284 -871	-5%	-$22.2K	0.01%	973
2023 Q2	$463K	Sell	18,155 -1,779	-9%	-$45.2K	0.01%	947
2023 Q1	$507K	Buy	19,934 +15	+0.1%	+$381	0.01%	900
2022 Q4	$505K	Sell	19,919 -201	-1%	-$5.09K	0.02%	855
2022 Q3	$508K	Buy	20,120 +16	+0.1%	+$407	0.02%	797
2022 Q2	$513K	Buy	20,104 +15	+0.1%	+$381	0.02%	814
2022 Q1	$512K	Buy	20,089 +626	+3%	+$16.1K	0.02%	898
2021 Q4	$505K	Buy	19,463 +6,421	+49%	+$167K	0.01%	885
2021 Q3	$339K	Buy	13,042 +4,062	+45%	+$106K	0.01%	1037
2021 Q2	$235K	Buy	8,980 +1,159	+15%	+$30.3K	0.01%	1191
2021 Q1	$205K	Buy	7,821 +4,683	+149%	+$123K	0.01%	1177
2020 Q4	$82K	Sell	3,138 -709	-18%	-$18.6K	﹤0.01%	1427
2020 Q3	$101K	Buy	+3,847	New	+$101K	﹤0.01%	1259
2020 Q2	–	Sell	-1,945	Closed	-$50K	–	2893
2020 Q1	$50K	Hold	1,945	–	–	﹤0.01%	1395
2019 Q4	$50K	Buy	+1,945	New	+$50.2K	﹤0.01%	1492

Other funds holding IBML

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Advisory Services Network's IBML Position: Q4 2023 in Review

Advisory Services Network sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 17,284 shares — an estimated $441K sold.

Advisory Services Network first reported a position in IBML in Q4 2019 and held it in 15 quarters. The position peaked at $513K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Advisory Services Network reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Advisory Services Network sold 17,284 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $441K.
Advisory Services Network first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2019 and held it in 15 quarters.
Advisory Services Network's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $513K in Q2 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Advisory Services Network's 13F filing for Q4 2023, filed 9 Feb 2024.