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

Allworth 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
2023 Q4	–	Sell	-20,993	Closed	-$536K	–	3668
2023 Q3	$536K	Hold	20,993	–	–	﹤0.01%	472
2023 Q2	$535K	Buy	20,993 +358	+2%	+$9.1K	﹤0.01%	485
2023 Q1	$525K	Hold	20,635	–	–	0.01%	461
2022 Q4	$523K	Buy	20,635 +20,000	+3,150%	+$506K	0.01%	447
2022 Q3	$16K	Hold	635	–	–	﹤0.01%	1400
2022 Q2	$16K	Hold	635	–	–	﹤0.01%	1346
2022 Q1	$16K	Hold	635	–	–	﹤0.01%	1349
2021 Q4	$16K	Hold	635	–	–	﹤0.01%	1213
2021 Q3	$17K	Hold	635	–	–	﹤0.01%	1098
2021 Q2	$17K	Hold	635	–	–	﹤0.01%	898
2021 Q1	$17K	Hold	635	–	–	﹤0.01%	846
2020 Q4	$17K	Buy	+635	New	+$16.6K	﹤0.01%	714

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

Allworth Financial's IBML Position: Q4 2023 in Review

Allworth Financial sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 20,993 shares — an estimated $536K sold.

Allworth Financial first reported a position in IBML in Q4 2020 and held it in 12 quarters. The position peaked at $536K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Allworth Financial reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Allworth Financial sold 20,993 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $536K.
Allworth Financial first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 12 quarters.
Allworth Financial's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $536K in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.