AWM
IBML

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

Apollon 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
2023
Q4 		– Sell
-31,584
Closed -$806K – 1116
2023
Q3 		$806K Sell
31,584
-3,616
-10% -$92.2K 0.04% 420
2023
Q2 		$897K Buy
35,200
+6,000
+21% +$153K 0.04% 424
2023
Q1 		$743K Sell
29,200
-1,200
-4% -$30.5K 0.05% 407
2022
Q4 		$771K Sell
30,400
-5,900
-16% -$149K 0.05% 374
2022
Q3 		$916K Sell
36,300
-800
-2% -$20.3K 0.08% 273
2022
Q2 		$946K Hold
37,100
– – 0.08% 273
2022
Q1 		$945K Sell
37,100
-250
-0.7% -$6.42K 0.07% 296
2021
Q4 		$968K Buy
37,350
+3,000
+9% +$77.9K 0.07% 289
2021
Q3 		$893K Buy
+34,350
New +$896K 0.12% 159

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

Apollon Wealth Management's IBML Position: Q4 2023 in Review

Apollon Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 31,584 shares — an estimated $806K sold.

Apollon Wealth Management first reported a position in IBML in Q3 2021 and held it in 9 quarters. The position peaked at $968K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Apollon Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 31,584 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $806K.
  • Apollon Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2021 and held it in 9 quarters.
  • Apollon Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $968K in Q4 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Apollon Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.