Ameriprise
IBML

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

Ameriprise’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
-140,335
Closed -$3.58M – 4016
2023
Q3 		$3.58M Sell
140,335
-5,357
-4% -$137K ﹤0.01% 2523
2023
Q2 		$3.71M Buy
145,692
+1,236
+0.9% +$31.4K ﹤0.01% 2559
2023
Q1 		$3.67M Buy
144,456
+78,098
+118% +$1.98M ﹤0.01% 2521
2022
Q4 		$1.68M Buy
66,358
+8,006
+14% +$203K ﹤0.01% 2884
2022
Q3 		$1.48M Sell
58,352
-132,821
-69% -$3.38M ﹤0.01% 2923
2022
Q2 		$4.87M Buy
191,173
+6,825
+4% +$173K ﹤0.01% 2302
2022
Q1 		$4.7M Buy
184,348
+61,404
+50% +$1.58M ﹤0.01% 2463
2021
Q4 		$3.19M Buy
122,944
+443
+0.4% +$11.5K ﹤0.01% 2758
2021
Q3 		$3.19M Buy
122,501
+9,281
+8% +$242K ﹤0.01% 2665
2021
Q2 		$2.96M Sell
113,220
-3,334
-3% -$87.1K ﹤0.01% 2752
2021
Q1 		$3.05M Buy
116,554
+26,273
+29% +$688K ﹤0.01% 2680
2020
Q4 		$2.36M Buy
90,281
+35,682
+65% +$935K ﹤0.01% 2707
2020
Q3 		$1.44M Buy
54,599
+4,115
+8% +$108K ﹤0.01% 2825
2020
Q2 		$1.32M Buy
50,484
+7,351
+17% +$191K ﹤0.01% 2796
2020
Q1 		$1.11M Buy
+43,133
New +$1.11M ﹤0.01% 2774

Other funds holding IBML

IA
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

Ameriprise's IBML Position: Q4 2023 in Review

Ameriprise sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 140,335 shares — an estimated $3.58M sold.

Ameriprise first reported a position in IBML in Q1 2020 and held it in 15 quarters. The position peaked at $4.87M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Ameriprise reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Ameriprise sold 140,335 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $3.58M.
  • Ameriprise first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2020 and held it in 15 quarters.
  • Ameriprise's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $4.87M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Ameriprise's 13F filing for Q4 2023, filed 14 Feb 2024.