CIA
IBML

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

Capital Investment 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
-53,020
Closed -$1.35M – 644
2023
Q3 		$1.35M Buy
53,020
+2,741
+5% +$69.9K 0.04% 223
2023
Q2 		$1.28M Buy
50,279
+8,437
+20% +$215K 0.04% 208
2023
Q1 		$1.06M Buy
41,842
+13,677
+49% +$347K 0.03% 237
2022
Q4 		$714K Buy
28,165
+8,962
+47% +$227K 0.02% 297
2022
Q3 		$485K Buy
19,203
+356
+2% +$9.05K 0.02% 343
2022
Q2 		$481K Buy
18,847
+510
+3% +$13K 0.02% 350
2022
Q1 		$467K Buy
18,337
+1,238
+7% +$31.8K 0.01% 370
2021
Q4 		$443K Buy
17,099
+1,281
+8% +$33.3K 0.01% 394
2021
Q3 		$411K Buy
15,818
+2,368
+18% +$61.8K 0.01% 393
2021
Q2 		$351K Buy
13,450
+725
+6% +$18.9K 0.01% 425
2021
Q1 		$333K Sell
12,725
-605
-5% -$15.8K 0.01% 407
2020
Q4 		$349K Hold
13,330
– – 0.01% 390
2020
Q3 		$350K Sell
13,330
-523
-4% -$13.7K 0.02% 363
2020
Q2 		$363K Hold
13,853
– – 0.02% 354
2020
Q1 		$355K Buy
13,853
+1,260
+10% +$32.5K 0.02% 323
2019
Q4 		$325K Buy
12,593
+991
+9% +$25.6K 0.02% 390
2019
Q3 		$299K Buy
11,602
+1,575
+16% +$40.7K 0.02% 390
2019
Q2 		$258K Buy
+10,027
New +$256K 0.01% 416

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

Capital Investment Advisors's IBML Position: Q4 2023 in Review

Capital Investment Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 53,020 shares — an estimated $1.35M sold.

Capital Investment Advisors first reported a position in IBML in Q2 2019 and held it in 18 quarters. The position peaked at $1.35M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Capital Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisors sold 53,020 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.35M.
  • Capital Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2019 and held it in 18 quarters.
  • Capital Investment Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.35M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Capital Investment Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.