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

Carr Financial 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	-25,678	Closed	-$654K	–	175
2023 Q3	$654K	Sell	25,678 -6,000	-19%	-$153K	0.26%	67
2023 Q2	$807K	Hold	31,678	–	–	0.32%	57
2023 Q1	$806K	Hold	31,678	–	–	0.35%	52
2022 Q4	$803K	Buy	+31,678	New	+$802K	0.42%	49

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

Carr Financial Group's IBML Position: Q4 2023 in Review

Carr Financial Group sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 25,678 shares — an estimated $654K sold.

Carr Financial Group first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $807K in Q2 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Carr Financial Group reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Carr Financial Group sold 25,678 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $654K.
Carr Financial Group first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Carr Financial Group's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $807K in Q2 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Carr Financial Group's 13F filing for Q4 2023, filed 26 Jan 2024.