BFEC
IBML

Benjamin F. Edwards & Company’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-1,513
Closed -$38K – 1868
2023
Q1 		$38K Sell
1,513
-60,433
-98% -$1.53M ﹤0.01% 1160
2022
Q4 		$1.57M Buy
61,946
+27,658
+81% +$700K 0.07% 252
2022
Q3 		$865K Sell
34,288
-4,239
-11% -$108K 0.04% 330
2022
Q2 		$982K Buy
38,527
+2,860
+8% +$72.7K 0.05% 327
2022
Q1 		$909K Buy
+35,667
New +$916K 0.04% 358
2020
Q3 		– Sell
-1,360
Closed -$36K – 1791
2020
Q2 		$36K Buy
+1,360
New +$35.3K ﹤0.01% 949
2019
Q3 		– Sell
-6,455
Closed -$166K – 2000
2019
Q2 		$166K Buy
6,455
+424
+7% +$10.8K 0.01% 576
2019
Q1 		$154K Sell
6,031
-4,554
-43% -$115K 0.01% 558
2018
Q4 		$266K Sell
10,585
-614
-5% -$15.2K 0.03% 418
2018
Q3 		$278K Buy
11,199
+486
+5% +$12.1K 0.03% 458
2018
Q2 		$267K Sell
10,713
-506
-5% -$12.6K 0.03% 452
2018
Q1 		$279K Buy
+11,219
New +$281K 0.03% 426

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Benjamin F. Edwards & Company's IBML Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2023, closing a stake of 1,513 shares — an estimated $38K sold.

Benjamin F. Edwards & Company first reported a position in IBML in Q1 2018 and held it in 12 quarters. The position peaked at $1.57M in Q4 2022. 166 funds tracked by Wall St. Rank hold IBML as of Q2 2023.

  • Benjamin F. Edwards & Company reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,513 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2023, an estimated $38K.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2018 and held it in 12 quarters.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.57M in Q4 2022.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.