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IBML

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

Alpha Financial Partners’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
Q3 		– Sell
-19,225
Closed -$490K – 95
2023
Q2 		$490K Buy
+19,225
New +$489K 0.52% 41

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Alpha Financial Partners's IBML Position: Q3 2023 in Review

Alpha Financial Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2023, closing a stake of 19,225 shares — an estimated $490K sold.

Alpha Financial Partners first reported a position in IBML in Q2 2023 and held it in 1 quarter. The position peaked at $490K in Q2 2023. 162 funds tracked by Wall St. Rank hold IBML as of Q3 2023.

  • Alpha Financial Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Alpha Financial Partners sold 19,225 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2023, an estimated $490K.
  • Alpha Financial Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2023 and held it in 1 quarter.
  • Alpha Financial Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $490K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2023.

Based on Alpha Financial Partners's 13F filing for Q3 2023, filed 7 Nov 2023.