AF
IBML

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

Arrow Financial’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
-10,156
Closed -$259K – 364
2023
Q3 		$259K Hold
10,156
– – 0.03% 152
2023
Q2 		$259K Hold
10,156
– – 0.03% 146
2023
Q1 		$258K Buy
10,156
+472
+5% +$12K 0.03% 153
2022
Q4 		$245K Buy
9,684
+1,798
+23% +$45.5K 0.03% 150
2022
Q3 		$199K Hold
7,886
– – 0.03% 148
2022
Q2 		$201K Buy
+7,886
New +$200K 0.03% 155

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

Arrow Financial's IBML Position: Q4 2023 in Review

Arrow Financial sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 10,156 shares — an estimated $259K sold.

Arrow Financial first reported a position in IBML in Q2 2022 and held it in 6 quarters. The position peaked at $259K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Arrow Financial reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Arrow Financial sold 10,156 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $259K.
  • Arrow Financial first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 6 quarters.
  • Arrow Financial's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $259K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Arrow Financial's 13F filing for Q4 2023, filed 12 Feb 2024.