AA
IBML

Alesco Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Alesco Advisors’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
Q1 		– Sell
-46,985
Closed -$1.19M – 166
2022
Q4 		$1.19M Hold
46,985
– – 0.05% 76
2022
Q3 		$1.19M Hold
46,985
– – 0.05% 64
2022
Q2 		$1.2M Hold
46,985
– – 0.05% 69
2022
Q1 		$1.2M Buy
+46,985
New +$1.21M 0.04% 71

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Alesco Advisors's IBML Position: Q1 2023 in Review

Alesco Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2023, closing a stake of 46,985 shares — an estimated $1.19M sold.

Alesco Advisors first reported a position in IBML in Q1 2022 and held it in 4 quarters. The position peaked at $1.2M in Q2 2022. 170 funds tracked by Wall St. Rank hold IBML as of Q1 2023.

  • Alesco Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Alesco Advisors sold 46,985 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2023, an estimated $1.19M.
  • Alesco Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2022 and held it in 4 quarters.
  • Alesco Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.2M in Q2 2022.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2023.

Based on Alesco Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.