Commonwealth Equity Services
IBML

Commonwealth Equity Services’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Commonwealth Equity Services’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
-153,537
Closed -$3.92M – 4056
2023
Q3 		$3.92M Sell
153,537
-11,815
-7% -$301K 0.01% 1163
2023
Q2 		$4.21M Sell
165,352
-87,081
-34% -$2.21M 0.01% 1131
2023
Q1 		$6.42K Buy
252,433
+18,590
+8% +$472K 0.01% 888
2022
Q4 		$5.93M Buy
233,843
+65,057
+39% +$1.65M 0.01% 891
2022
Q3 		$4.26M Buy
168,786
+23,274
+16% +$591K 0.01% 973
2022
Q2 		$3.71M Sell
145,512
-4,309
-3% -$110K 0.01% 1054
2022
Q1 		$3.82M Buy
149,821
+6,926
+5% +$178K 0.01% 1101
2021
Q4 		$3.7M Sell
142,895
-1,083
-0.8% -$28.1K 0.01% 1090
2021
Q3 		$3.74M Buy
143,978
+5,898
+4% +$154K 0.01% 1037
2021
Q2 		$3.6M Buy
138,080
+11,034
+9% +$288K 0.01% 1041
2021
Q1 		$3.32M Buy
127,046
+13,431
+12% +$352K 0.01% 1004
2020
Q4 		$2.98M Buy
113,615
+25,732
+29% +$674K 0.01% 999
2020
Q3 		$2.31M Buy
87,883
+47,113
+116% +$1.24M 0.01% 1015
2020
Q2 		$1.07M Buy
40,770
+2,026
+5% +$52.6K ﹤0.01% 1385
2020
Q1 		$993K Buy
38,744
+25
+0.1% +$645 ﹤0.01% 1273
2019
Q4 		$999K Sell
38,719
-14,689
-28% -$379K ﹤0.01% 1424
2019
Q3 		$1.38M Buy
53,408
+3,948
+8% +$102K 0.01% 1173
2019
Q2 		$1.27M Buy
49,460
+3,199
+7% +$81.6K 0.01% 1202
2019
Q1 		$1.18M Buy
46,261
+35,256
+320% +$892K 0.01% 1198
2018
Q4 		$276K Buy
11,005
+599
+6% +$14.9K ﹤0.01% 2079
2018
Q3 		$258K Buy
+10,406
New +$260K ﹤0.01% 2296

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

Commonwealth Equity Services's IBML Position: Q4 2023 in Review

Commonwealth Equity Services sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 153,537 shares — an estimated $3.92M sold.

Commonwealth Equity Services first reported a position in IBML in Q3 2018 and held it in 21 quarters. The position peaked at $5.93M in Q4 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Commonwealth Equity Services reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 153,537 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $3.92M.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2018 and held it in 21 quarters.
  • Commonwealth Equity Services's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $5.93M 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 Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.