AM
IBML

Atwater Malick’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Atwater Malick’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
-47,527
Closed -$1.21M – 72
2023
Q3 		$1.21M Buy
47,527
+15,129
+47% +$386K 0.53% 31
2023
Q2 		$826K Buy
32,398
+19,275
+147% +$490K 0.35% 34
2023
Q1 		$334K Buy
13,123
+1,656
+14% +$42K 0.16% 46
2022
Q4 		$291K Buy
11,467
+985
+9% +$24.9K 0.14% 47
2022
Q3 		$265K Buy
+10,482
New +$266K 0.15% 47

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

Atwater Malick's IBML Position: Q4 2023 in Review

Atwater Malick sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 47,527 shares — an estimated $1.21M sold.

Atwater Malick first reported a position in IBML in Q3 2022 and held it in 5 quarters. The position peaked at $1.21M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Atwater Malick reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Atwater Malick sold 47,527 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.21M.
  • Atwater Malick first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 5 quarters.
  • Atwater Malick's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.21M 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 Atwater Malick's 13F filing for Q4 2023, filed 11 Jan 2024.