AWM
IBML

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

Altium 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
2022
Q2 		$426K Sell
16,690
-5,680
-25% -$144K 0.03% 262
2022
Q1 		$570K Buy
22,370
+399
+2% +$10.2K 0.04% 242
2021
Q4 		$569K Buy
21,971
+1,623
+8% +$42.1K 0.04% 222
2021
Q3 		$529K Buy
20,348
+1,292
+7% +$33.7K 0.04% 217
2021
Q2 		$498K Sell
19,056
-2,738
-13% -$71.5K 0.04% 227
2021
Q1 		$570K Sell
21,794
-6,656
-23% -$174K 0.05% 192
2020
Q4 		$745K Sell
28,450
-2,757
-9% -$72.2K 0.07% 126
2020
Q3 		$820K Buy
31,207
+88
+0.3% +$2.31K 0.09% 108
2020
Q2 		$816K Sell
31,119
-676
-2% -$17.6K 0.09% 108
2020
Q1 		$816K Buy
31,795
+477
+2% +$12.3K 0.11% 95
2019
Q4 		$809K Sell
31,318
-2,985
-9% -$77K 0.1% 118
2019
Q3 		$884K Hold
34,303
– – 0.12% 105
2019
Q2 		$882K Hold
34,303
– – 0.13% 99
2019
Q1 		$874K Buy
34,303
+13,640
+66% +$345K 0.14% 92
2018
Q4 		$519K Sell
20,663
-3,633
-15% -$90.1K 0.1% 139
2018
Q3 		$604K Buy
24,296
+8,545
+54% +$213K 0.12% 141
2018
Q2 		$393K Sell
15,751
-2,273
-13% -$56.5K 0.1% 142
2018
Q1 		$448K Buy
18,024
+5,620
+45% +$141K 0.18% 94
2017
Q4 		$313K Buy
+12,404
New +$314K 0.14% 115

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Altium Wealth Management's IBML Position: Q2 2022 in Review

Altium Wealth Management reduced its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 25% in Q2 2022, selling an estimated $144K and leaving 16,690 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #262.

Altium Wealth Management first reported a position in IBML in Q4 2017 and has held it in 19 quarters since. The position peaked at $884K in Q3 2019. 140 funds tracked by Wall St. Rank hold IBML as of Q2 2022.

  • Altium Wealth Management held 16,690 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $426K as of Q2 2022.
  • Altium Wealth Management sold 5,680 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2022, an estimated $144K.
  • iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #262 holding.
  • Altium Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $884K in Q3 2019.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.