Avantax Planning Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-44,191
| Closed | -$1.13M | – | 391 |
|
|
2023
Q3 | $1.13M | Hold |
44,191
| – | – | 0.05% | 154 |
|
|
2023
Q2 | $1.13M | Hold |
44,191
| – | – | 0.04% | 155 |
|
|
2023
Q1 | $1.12M | Sell |
44,191
-1,604
| -4% | -$40.7K | 0.05% | 154 |
|
|
2022
Q4 | $1.16M | Sell |
45,795
-412
| -0.9% | -$10.4K | 0.05% | 149 |
|
|
2022
Q3 | $1.17M | Hold |
46,207
| – | – | 0.05% | 131 |
|
|
2022
Q2 | $1.18M | Hold |
46,207
| – | – | 0.05% | 136 |
|
|
2022
Q1 | $1.18M | Hold |
46,207
| – | – | 0.05% | 146 |
|
|
2021
Q4 | $1.2M | Buy |
46,207
+173
| +0.4% | +$4.49K | 0.05% | 147 |
|
|
2021
Q3 | $1.2M | Sell |
46,034
-1,553
| -3% | -$40.5K | 0.06% | 127 |
|
|
2021
Q2 | $1.24M | Sell |
47,587
-14,520
| -23% | -$379K | 0.06% | 118 |
|
|
2021
Q1 | $1.63M | Buy |
62,107
+7,982
| +15% | +$209K | 0.08% | 97 |
|
|
2020
Q4 | $1.42M | Buy |
54,125
+3,171
| +6% | +$83.1K | 0.07% | 106 |
|
|
2020
Q3 | $1.34M | Buy |
50,954
+4,973
| +11% | +$131K | 0.07% | 108 |
|
|
2020
Q2 | $1.21M | Sell |
45,981
-1,502
| -3% | -$39K | 0.07% | 115 |
|
|
2020
Q1 | $1.22M | Buy |
47,483
+3,517
| +8% | +$90.8K | 0.08% | 95 |
|
|
2019
Q4 | $1.14M | Sell |
43,966
-2,108
| -5% | -$54.4K | 0.07% | 105 |
|
|
2019
Q3 | $1.19M | Buy |
46,074
+253
| +0.6% | +$6.54K | 0.07% | 100 |
|
|
2019
Q2 | $1.18M | Buy |
45,821
+5,619
| +14% | +$143K | 0.08% | 94 |
|
|
2019
Q1 | $1.02M | Buy |
40,202
+4,129
| +11% | +$104K | 0.07% | 103 |
|
|
2018
Q4 | $906K | Hold |
36,073
| – | – | 0.07% | 100 |
|
|
2018
Q3 | $896K | Buy |
36,073
+2,744
| +8% | +$68.5K | 0.07% | 89 |
|
|
2018
Q2 | $832K | Buy |
33,329
+9,784
| +42% | +$243K | 0.07% | 94 |
|
|
2018
Q1 | $586K | Buy |
+23,545
| New | +$589K | 0.05% | 159 |
|
Other funds holding IBML
Avantax Planning Partners's IBML Position: Q4 2023 in Review
Avantax Planning Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 44,191 shares — an estimated $1.13M sold.
Avantax Planning Partners first reported a position in IBML in Q1 2018 and held it in 23 quarters. The position peaked at $1.63M in Q1 2021. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.
- Avantax Planning Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
- Avantax Planning Partners sold 44,191 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.13M.
- Avantax Planning Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2018 and held it in 23 quarters.
- Avantax Planning Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.63M in Q1 2021.
- 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.
Based on Avantax Planning Partners's 13F filing for Q4 2023, filed 9 Feb 2024.