AWM
IBML

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

AE 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
-11,539
Closed -$295K – 2221
2023
Q3 		$295K Sell
11,539
-9,931
-46% -$253K ﹤0.01% 1621
2023
Q2 		$547K Buy
21,470
+5,783
+37% +$147K ﹤0.01% 1343
2023
Q1 		$399K Buy
15,687
+1,824
+13% +$46.3K ﹤0.01% 1440
2022
Q4 		$351K Buy
+13,863
New +$351K ﹤0.01% 1444

Other funds holding IBML

IA
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

AE Wealth Management's IBML Position: Q4 2023 in Review

AE Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 11,539 shares — an estimated $295K sold.

AE Wealth Management first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $547K in Q2 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • AE Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 11,539 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $295K.
  • AE Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • AE Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $547K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.