AWS
IBML

Atria Wealth Solutions’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-24,569
Closed -$626K – 2002
2023
Q2 		$626K Hold
24,569
– – 0.01% 1049
2023
Q1 		$625K Hold
24,569
– – 0.01% 1011
2022
Q4 		$623K Hold
24,569
– – 0.01% 975
2022
Q3 		$620K Buy
+24,569
New +$624K 0.01% 913

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Atria Wealth Solutions's IBML Position: Q3 2023 in Review

Atria Wealth Solutions sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2023, closing a stake of 24,569 shares — an estimated $626K sold.

Atria Wealth Solutions first reported a position in IBML in Q3 2022 and held it in 4 quarters. The position peaked at $626K in Q2 2023. 161 funds tracked by Wall St. Rank hold IBML as of Q3 2023.

  • Atria Wealth Solutions reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 24,569 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2023, an estimated $626K.
  • Atria Wealth Solutions first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $626K in Q2 2023.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.