BOPW
IBML

Brandywine Oak Private Wealth’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Brandywine Oak Private Wealth’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
-42,430
Closed -$1.08M – 238
2023
Q3 		$1.08M Sell
42,430
-4,101
-9% -$105K 0.13% 85
2023
Q2 		$1.19M Sell
46,531
-12,066
-21% -$307K 0.13% 87
2023
Q1 		$1.49M Sell
58,597
-13,984
-19% -$355K 0.17% 70
2022
Q4 		$1.84M Sell
72,581
-13,791
-16% -$349K 0.23% 66
2022
Q3 		$2.18M Sell
86,372
-4,518
-5% -$115K 0.3% 54
2022
Q2 		$2.32M Buy
90,890
+12,796
+16% +$325K 0.3% 54
2022
Q1 		$1.99M Buy
78,094
+4,019
+5% +$103K 0.23% 75
2021
Q4 		$1.95M Buy
74,075
+7,630
+11% +$198K 0.21% 79
2021
Q3 		$1.73M Sell
66,445
-41
-0.1% -$1.07K 0.2% 80
2021
Q2 		$1.74M Buy
66,486
+9,891
+17% +$258K 0.2% 78
2021
Q1 		$1.48M Sell
56,595
-1,287
-2% -$33.7K 0.22% 69
2020
Q4 		$1.51M Buy
57,882
+1,363
+2% +$35.7K 0.23% 68
2020
Q3 		$1.49M Buy
56,519
+5,768
+11% +$152K 0.25% 63
2020
Q2 		$1.33M Buy
50,751
+6,291
+14% +$163K 0.24% 70
2020
Q1 		$1.14M Buy
44,460
+29,010
+188% +$749K 0.24% 68
2019
Q4 		$398K Buy
+15,450
New +$399K 0.07% 143

Other funds holding IBML

IA
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

Brandywine Oak Private Wealth's IBML Position: Q4 2023 in Review

Brandywine Oak Private Wealth sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 42,430 shares — an estimated $1.08M sold.

Brandywine Oak Private Wealth first reported a position in IBML in Q4 2019 and held it in 16 quarters. The position peaked at $2.32M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Brandywine Oak Private Wealth reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 42,430 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.08M.
  • Brandywine Oak Private Wealth first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2019 and held it in 16 quarters.
  • Brandywine Oak Private Wealth's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.32M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2023, filed 5 Feb 2024.