AWA
IBML

Amplius Wealth Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-2,700
Closed -$69K – 982
2021
Q4 		$69K Buy
+2,700
New +$70.1K 0.01% 288

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Amplius Wealth Advisors's IBML Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2022, closing a stake of 2,700 shares — an estimated $69K sold.

Amplius Wealth Advisors first reported a position in IBML in Q4 2021 and held it in 1 quarter. The position peaked at $69K in Q4 2021. 126 funds tracked by Wall St. Rank hold IBML as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,700 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2022, an estimated $69K.
  • Amplius Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $69K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.