AWM
IBML

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

Alterna 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
2020
Q4 		$413K Buy
15,790
+1,622
+11% +$42.5K 0.52% 47
2020
Q3 		$372K Buy
+14,168
New +$372K 0.54% 42

Other funds holding IBML

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Alterna Wealth Management's IBML Position: Q4 2020 in Review

Alterna Wealth Management increased its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 11% in Q4 2020, buying an estimated $42.5K and bringing the position to 15,790 shares worth $413K. The position accounts for 0.52% of the portfolio, ranked #47.

Alterna Wealth Management first reported a position in IBML in Q3 2020 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IBML as of Q4 2020.

  • Alterna Wealth Management held 15,790 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $413K as of Q4 2020.
  • Alterna Wealth Management bought 1,622 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2020, an estimated $42.5K.
  • iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.52% of Alterna Wealth Management's portfolio in Q4 2020, its #47 holding.
  • Alterna Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2020 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2020.

Based on Alterna Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.