Benjamin Edwards Inc’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Benjamin Edwards Inc’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	-1,732	Closed	-$44K	–	780
2022 Q4	$44K	Buy	1,732 +634	+58%	+$16K	0.01%	430
2022 Q3	$28K	Sell	1,098 -54	-5%	-$1.37K	0.01%	478
2022 Q2	$29K	Buy	1,152 +6	+0.5%	+$153	0.01%	483
2022 Q1	$29K	Buy	+1,146	New	+$29.4K	0.01%	515
2019 Q3	–	Sell	-116	Closed	-$3K	–	325
2019 Q2	$3K	Buy	116 +5	+5%	+$128	0.01%	284
2019 Q1	$3K	Buy	+111	New	+$2.81K	0.01%	261

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Benjamin Edwards Inc's IBML Position: Q1 2023 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2023, closing a stake of 1,732 shares — an estimated $44K sold.

Benjamin Edwards Inc first reported a position in IBML in Q1 2019 and held it in 6 quarters. The position peaked at $44K in Q4 2022. 170 funds tracked by Wall St. Rank hold IBML as of Q1 2023.

Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
Benjamin Edwards Inc sold 1,732 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2023, an estimated $44K.
Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2019 and held it in 6 quarters.
Benjamin Edwards Inc's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $44K in Q4 2022.
170 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2023.

Based on Benjamin Edwards Inc's 13F filing for Q1 2023, filed 27 Apr 2023.