BCS Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

BCS Wealth 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
2023 Q4	–	Sell	-7,882	Closed	-$201K	–	225
2023 Q3	$201K	Hold	7,882	–	–	0.08%	194
2023 Q2	$201K	Hold	7,882	–	–	0.15%	111
2023 Q1	$200K	Hold	7,882	–	–	0.09%	156
2022 Q4	$200K	Sell	7,882 -7,880	-50%	-$199K	0.08%	187
2022 Q3	$398K	Hold	15,762	–	–	0.19%	114
2022 Q2	$402K	Hold	15,762	–	–	0.18%	109
2022 Q1	$401K	Hold	15,762	–	–	0.17%	120
2021 Q4	$408K	Hold	15,762	–	–	0.15%	123
2021 Q3	$410K	Hold	15,762	–	–	0.17%	105
2021 Q2	$412K	Hold	15,762	–	–	0.22%	91
2021 Q1	$412K	Hold	15,762	–	–	0.2%	91
2020 Q4	$413K	Hold	15,762	–	–	0.21%	85
2020 Q3	$414K	Hold	15,762	–	–	0.23%	80
2020 Q2	$414K	Hold	15,762	–	–	0.25%	76
2020 Q1	$404K	Hold	15,762	–	–	0.28%	67
2019 Q4	$407K	Buy	+15,762	New	+$407K	0.27%	66

Other funds holding IBML

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

BCS Wealth Management's IBML Position: Q4 2023 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 7,882 shares — an estimated $201K sold.

BCS Wealth Management first reported a position in IBML in Q4 2019 and held it in 16 quarters. The position peaked at $414K in Q3 2020. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

BCS Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
BCS Wealth Management sold 7,882 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $201K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2019 and held it in 16 quarters.
BCS Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $414K in Q3 2020.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on BCS Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.