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IBML

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

Ausdal Financial Partners’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
Q1 		– Sell
-11,443
Closed -$290K – 474
2022
Q4 		$290K Buy
11,443
+29
+0.3% +$734 0.04% 347
2022
Q3 		$288K Buy
11,414
+28
+0.2% +$711 0.05% 339
2022
Q2 		$290K Sell
11,386
-5,461
-32% -$139K 0.04% 346
2022
Q1 		$429K Sell
16,847
-958
-5% -$24.6K 0.06% 303
2021
Q4 		$461K Buy
17,805
+38
+0.2% +$987 0.06% 292
2021
Q3 		$462K Sell
17,767
-244
-1% -$6.36K 0.07% 280
2021
Q2 		$470K Buy
18,011
+31
+0.2% +$810 0.07% 272
2021
Q1 		$470K Buy
17,980
+27
+0.2% +$707 0.08% 253
2020
Q4 		$470K Sell
17,953
-198
-1% -$5.19K 0.09% 237
2020
Q3 		$477K Sell
18,151
-322
-2% -$8.46K 0.12% 194
2020
Q2 		$485K Buy
18,473
+42
+0.2% +$1.09K 0.16% 146
2020
Q1 		$477K Buy
18,431
+65
+0.4% +$1.68K 0.17% 141
2019
Q4 		$478K Buy
18,366
+3,381
+23% +$87.2K 0.14% 186
2019
Q3 		$386K Buy
14,985
+40
+0.3% +$1.03K 0.14% 194
2019
Q2 		$387K Buy
14,945
+659
+5% +$16.8K 0.15% 174
2019
Q1 		$364K Buy
14,286
+431
+3% +$10.9K 0.15% 172
2018
Q4 		$348K Sell
13,855
-10,501
-43% -$261K 0.17% 149
2018
Q3 		$605K Buy
24,356
+59
+0.2% +$1.47K 0.17% 161
2018
Q2 		$606K Buy
24,297
+10,005
+70% +$249K 0.19% 158
2018
Q1 		$356K Buy
14,292
+666
+5% +$16.7K 0.12% 215
2017
Q4 		$344K Buy
13,626
+804
+6% +$20.4K 0.12% 231
2017
Q3 		$327K Buy
12,822
+1,782
+16% +$45.7K 0.13% 206
2017
Q2 		$280K Buy
+11,040
New +$280K 0.12% 223

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Ausdal Financial Partners's IBML Position: Q1 2023 in Review

Ausdal Financial Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2023, closing a stake of 11,443 shares — an estimated $290K sold.

Ausdal Financial Partners first reported a position in IBML in Q2 2017 and held it in 23 quarters. The position peaked at $606K in Q2 2018. 170 funds tracked by Wall St. Rank hold IBML as of Q1 2023.

  • Ausdal Financial Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Ausdal Financial Partners sold 11,443 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2023, an estimated $290K.
  • Ausdal Financial Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2017 and held it in 23 quarters.
  • Ausdal Financial Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $606K in Q2 2018.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2023.

Based on Ausdal Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.