Bessemer Group’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bessemer Group’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	-4,980	Closed	-$127K	–	2314
2023 Q3	$127K	Hold	4,980	–	–	﹤0.01%	1133
2023 Q2	$127K	Hold	4,980	–	–	﹤0.01%	1163
2023 Q1	$127K	Hold	4,980	–	–	﹤0.01%	1016
2022 Q4	$126K	Hold	4,980	–	–	﹤0.01%	990
2022 Q3	$126K	Hold	4,980	–	–	﹤0.01%	984
2022 Q2	$127K	Hold	4,980	–	–	﹤0.01%	979
2022 Q1	$127K	Hold	4,980	–	–	﹤0.01%	932
2021 Q4	$129K	Hold	4,980	–	–	﹤0.01%	946
2021 Q3	$129K	Sell	4,980 -20	-0.4%	-$522	﹤0.01%	882
2021 Q2	$131K	Hold	5,000	–	–	﹤0.01%	896
2021 Q1	$131K	Buy	+5,000	New	+$131K	﹤0.01%	846

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

Bessemer Group's IBML Position: Q4 2023 in Review

Bessemer Group sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 4,980 shares — an estimated $127K sold.

Bessemer Group first reported a position in IBML in Q1 2021 and held it in 11 quarters. The position peaked at $131K in Q2 2021. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Bessemer Group reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Bessemer Group sold 4,980 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $127K.
Bessemer Group first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2021 and held it in 11 quarters.
Bessemer Group's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $131K in Q2 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Bessemer Group's 13F filing for Q4 2023, filed 9 Feb 2024.