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

American Portfolios 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
2022 Q3	$604K	Hold	23,930	–	–	0.03%	578
2022 Q2	$610K	Sell	23,930 -13,450	-36%	-$342K	0.03%	583
2022 Q1	$952K	Hold	37,380	–	–	0.03%	509
2021 Q4	$969K	Buy	37,380 +4,280	+13%	+$111K	0.03%	497
2021 Q3	$861K	Hold	33,100	–	–	0.03%	514
2021 Q2	$864K	Hold	33,100	–	–	0.03%	507
2021 Q1	$866K	Hold	33,100	–	–	0.04%	455
2020 Q4	$867K	Hold	33,100	–	–	0.04%	386
2020 Q3	$870K	Buy	33,100 +19,825	+149%	+$521K	0.05%	322
2020 Q2	$348K	Buy	13,275 +3,875	+41%	+$101K	0.02%	562
2020 Q1	$241K	Hold	9,400	–	–	0.02%	591
2019 Q4	$243K	Buy	9,400 +5,800	+161%	+$150K	0.02%	680
2019 Q3	$92.7K	Hold	3,600	–	–	0.01%	1028
2019 Q2	$92.6K	Hold	3,600	–	–	0.01%	1016
2019 Q1	$91.7K	Hold	3,600	–	–	0.01%	940
2018 Q4	$90.4K	Buy	+3,600	New	+$89.3K	0.01%	761

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

American Portfolios Advisors's IBML Position: Q3 2022 in Review

American Portfolios Advisors held its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) position steady in Q3 2022 at 23,930 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #578.

American Portfolios Advisors first reported a position in IBML in Q4 2018 and has held it in 16 quarters since. The position peaked at $969K in Q4 2021. 142 funds tracked by Wall St. Rank hold IBML as of Q3 2022.

American Portfolios Advisors held 23,930 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $604K as of Q3 2022.
American Portfolios Advisors left its iShares iBonds Dec 2023 Term Muni Bond ETF share count unchanged in Q3 2022.
iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #578 holding.
American Portfolios Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $969K in Q4 2021.
142 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.