CBFP
IBML

Cedar Brook Financial Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Cedar Brook Financial Partners’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
Q1 		– Sell
-14,708
Closed -$373K – 410
2022
Q4 		$373K Buy
14,708
+20
+0.1% +$506 0.11% 219
2022
Q3 		$371K Buy
14,688
+15
+0.1% +$381 0.12% 202
2022
Q2 		$374K Buy
14,673
+13
+0.1% +$330 0.12% 202
2022
Q1 		$373K Sell
14,660
-1,668
-10% -$42.8K 0.1% 226
2021
Q4 		$423K Buy
16,328
+24
+0.1% +$623 0.11% 209
2021
Q3 		$424K Buy
16,304
+17
+0.1% +$443 0.13% 192
2021
Q2 		$425K Buy
16,287
+18
+0.1% +$470 0.12% 200
2021
Q1 		$426K Sell
16,269
-7,831
-32% -$205K 0.15% 169
2020
Q4 		$631K Buy
24,100
+28
+0.1% +$734 0.22% 115
2020
Q3 		$633K Buy
24,072
+23
+0.1% +$605 0.25% 116
2020
Q2 		$631K Buy
24,049
+25
+0.1% +$649 0.28% 106
2020
Q1 		$616K Buy
24,024
+16
+0.1% +$413 0.34% 85
2019
Q4 		$620K Buy
24,008
+34
+0.1% +$877 0.26% 108
2019
Q3 		$618K Buy
23,974
+26
+0.1% +$672 0.27% 113
2019
Q2 		$616K Buy
23,948
+28
+0.1% +$714 0.28% 113
2019
Q1 		$609K Buy
23,920
+20
+0.1% +$506 0.3% 105
2018
Q4 		$600K Buy
+23,900
New +$593K 0.36% 86

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Cedar Brook Financial Partners's IBML Position: Q1 2023 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2023, closing a stake of 14,708 shares — an estimated $373K sold.

Cedar Brook Financial Partners first reported a position in IBML in Q4 2018 and held it in 17 quarters. The position peaked at $633K in Q3 2020. 170 funds tracked by Wall St. Rank hold IBML as of Q1 2023.

  • Cedar Brook Financial Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 14,708 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2023, an estimated $373K.
  • Cedar Brook Financial Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 17 quarters.
  • Cedar Brook Financial Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $633K in Q3 2020.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2023, filed 4 Apr 2023.