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

Azimuth Capital 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 Q1	$2.3M	Sell	90,425 -3,500	-4%	-$89.9K	0.1%	188
2021 Q4	$2.43M	Hold	93,925	–	–	0.1%	183
2021 Q3	$2.44M	Buy	93,925 +2,200	+2%	+$57.4K	0.1%	186
2021 Q2	$2.4M	Sell	91,725 -1,500	-2%	-$39.2K	0.1%	190
2021 Q1	$2.44M	Buy	93,225 +32,575	+54%	+$853K	0.12%	188
2020 Q4	$1.59M	Buy	+60,650	New	+$1.59M	0.08%	199

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Azimuth Capital Management's IBML Position: Q1 2022 in Review

Azimuth Capital Management reduced its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 3.7% in Q1 2022, selling an estimated $89.9K and leaving 90,425 shares worth $2.3M. The position accounts for 0.1% of the portfolio, ranked #188.

Azimuth Capital Management first reported a position in IBML in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.44M in Q3 2021. 126 funds tracked by Wall St. Rank hold IBML as of Q1 2022.

Azimuth Capital Management held 90,425 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $2.3M as of Q1 2022.
Azimuth Capital Management sold 3,500 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2022, an estimated $89.9K.
iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.1% of Azimuth Capital Management's portfolio in Q1 2022, its #188 holding.
Azimuth Capital Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and has held it in 6 quarters since.
Azimuth Capital Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.44M in Q3 2021.
126 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.