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Brown Brothers Harriman & Co’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Brown Brothers Harriman & Co’s Portfolio IBMQ Stock Details IBMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,294
Closed -$105K – 1212
2023
Q3 		$105K Buy
+4,294
New +$107K ﹤0.01% 591

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Brown Brothers Harriman & Co's IBMQ Position: Q4 2023 in Review

Brown Brothers Harriman & Co sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2023, closing a stake of 4,294 shares — an estimated $105K sold.

Brown Brothers Harriman & Co first reported a position in IBMQ in Q3 2023 and held it in 1 quarter. The position peaked at $105K in Q3 2023. 101 funds tracked by Wall St. Rank hold IBMQ as of Q4 2023.

  • Brown Brothers Harriman & Co reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 4,294 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q4 2023, an estimated $105K.
  • Brown Brothers Harriman & Co first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $105K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2023, filed 12 Feb 2024.