ACS
IBML

Archford Capital Strategies’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Archford Capital Strategies’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
-14,189
Closed -$362K – 290
2023
Q3 		$362K Sell
14,189
-10,574
-43% -$269K 0.07% 220
2023
Q2 		$631K Buy
24,763
+10,798
+77% +$275K 0.12% 176
2023
Q1 		$355K Sell
13,965
-201
-1% -$5.1K 0.07% 227
2022
Q4 		$359K Buy
14,166
+2,997
+27% +$75.9K 0.08% 223
2022
Q3 		$282K Sell
11,169
-1,253
-10% -$31.8K 0.07% 238
2022
Q2 		$317K Hold
12,422
– – 0.08% 222
2022
Q1 		$316K Buy
12,422
+2,385
+24% +$61.3K 0.07% 229
2021
Q4 		$260K Buy
10,037
+108
+1% +$2.8K 0.06% 269
2021
Q3 		$258K Hold
9,929
– – 0.06% 276
2021
Q2 		$259K Buy
+9,929
New +$259K 0.06% 261
2021
Q1 		– Sell
-8,515
Closed -$223K – 282
2020
Q4 		$223K Buy
8,515
+408
+5% +$10.7K 0.05% 257
2020
Q3 		$213K Sell
8,107
-578
-7% -$15.2K 0.06% 244
2020
Q2 		$228K Buy
+8,685
New +$226K 0.07% 230

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Archford Capital Strategies's IBML Position: Q4 2023 in Review

Archford Capital Strategies sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 14,189 shares — an estimated $362K sold.

Archford Capital Strategies first reported a position in IBML in Q2 2020 and held it in 13 quarters. The position peaked at $631K in Q2 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Archford Capital Strategies reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Archford Capital Strategies sold 14,189 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $362K.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2020 and held it in 13 quarters.
  • Archford Capital Strategies's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $631K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Archford Capital Strategies's 13F filing for Q4 2023, filed 12 Jan 2024.