AWS
IBML

AJ Wealth Strategies’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

AJ Wealth Strategies’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
Q2 		– Sell
-42,289
Closed -$1.08M – 308
2023
Q1 		$1.08M Sell
42,289
-1,291
-3% -$32.8K 0.06% 120
2022
Q4 		$1.1M Hold
43,580
– – 0.06% 126
2022
Q3 		$1.1M Buy
43,580
+2,735
+7% +$69.5K 0.06% 121
2022
Q2 		$1.04M Buy
+40,845
New +$1.04M 0.05% 121

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AJ Wealth Strategies's IBML Position: Q2 2023 in Review

AJ Wealth Strategies sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2023, closing a stake of 42,289 shares — an estimated $1.08M sold.

AJ Wealth Strategies first reported a position in IBML in Q2 2022 and held it in 4 quarters. The position peaked at $1.1M in Q4 2022. 166 funds tracked by Wall St. Rank hold IBML as of Q2 2023.

  • AJ Wealth Strategies reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 42,289 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2023, an estimated $1.08M.
  • AJ Wealth Strategies first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 4 quarters.
  • AJ Wealth Strategies's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.1M in Q4 2022.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.