Cambridge Investment Research Advisors
IBML

Cambridge Investment Research Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Cambridge Investment Research Advisors’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
-60,803
Closed -$1.55M – 3334
2023
Q3 		$1.55M Sell
60,803
-19,430
-24% -$495K 0.01% 1292
2023
Q2 		$2.04M Sell
80,233
-5,348
-6% -$136K 0.01% 1158
2023
Q1 		$2.18M Sell
85,581
-6,880
-7% -$175K 0.01% 1079
2022
Q4 		$2.34M Buy
92,461
+55,903
+153% +$1.41M 0.01% 993
2022
Q3 		$923K Buy
36,558
+10,815
+42% +$275K 0.01% 1532
2022
Q2 		$656K Sell
25,743
-1,000
-4% -$25.4K ﹤0.01% 1759
2022
Q1 		$681K Sell
26,743
-5,450
-17% -$140K ﹤0.01% 1863
2021
Q4 		$834K Sell
32,193
-10,050
-24% -$261K ﹤0.01% 1710
2021
Q3 		$1.1M Buy
42,243
+11,070
+36% +$289K 0.01% 1451
2021
Q2 		$814K Sell
31,173
-4,979
-14% -$130K ﹤0.01% 1694
2021
Q1 		$946K Sell
36,152
-3,817
-10% -$99.9K 0.01% 1465
2020
Q4 		$1.05M Sell
39,969
-76
-0.2% -$1.99K 0.01% 1275
2020
Q3 		$1.05M Buy
40,045
+9,537
+31% +$251K 0.01% 1163
2020
Q2 		$800K Buy
30,508
+571
+2% +$14.8K 0.01% 1264
2020
Q1 		$768K Buy
29,937
+6,076
+25% +$157K 0.01% 1119
2019
Q4 		$616K Buy
23,861
+175
+0.7% +$4.51K ﹤0.01% 1448
2019
Q3 		$610K Buy
+23,686
New +$612K 0.01% 1372
2019
Q1 		– Sell
-9,957
Closed -$250K – 2360
2018
Q4 		$250K Hold
9,957
– – ﹤0.01% 1783
2018
Q3 		$247K Buy
+9,957
New +$249K ﹤0.01% 1922

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Cambridge Investment Research Advisors's IBML Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 60,803 shares — an estimated $1.55M sold.

Cambridge Investment Research Advisors first reported a position in IBML in Q3 2018 and held it in 19 quarters. The position peaked at $2.34M in Q4 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 60,803 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.55M.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2018 and held it in 19 quarters.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.34M in Q4 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.