ACIM
IBML

Azimuth Capital Investment Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Azimuth Capital Investment Management’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
2022
Q3 		– Sell
-66,475
Closed -$1.7M – 313
2022
Q2 		$1.7M Buy
+66,475
New +$1.69M 0.09% 197

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Azimuth Capital Investment Management's IBML Position: Q3 2022 in Review

Azimuth Capital Investment Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2022, closing a stake of 66,475 shares — an estimated $1.7M sold.

Azimuth Capital Investment Management first reported a position in IBML in Q2 2022 and held it in 1 quarter. The position peaked at $1.7M in Q2 2022. 142 funds tracked by Wall St. Rank hold IBML as of Q3 2022.

  • Azimuth Capital Investment Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Azimuth Capital Investment Management sold 66,475 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2022, an estimated $1.7M.
  • Azimuth Capital Investment Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 1 quarter.
  • Azimuth Capital Investment Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.7M in Q2 2022.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2022.

Based on Azimuth Capital Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.