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

Cora Capital 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	-16,000	Closed	-$408K	–	97
2023 Q3	$408K	Hold	16,000	–	–	0.27%	59
2023 Q2	$408K	Hold	16,000	–	–	0.27%	59
2023 Q1	$407K	Buy	+16,000	New	+$406K	0.3%	49

Other funds holding IBML

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

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

Cora Capital Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 16,000 shares — an estimated $408K sold.

Cora Capital Advisors first reported a position in IBML in Q1 2023 and held it in 3 quarters. The position peaked at $408K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Cora Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Cora Capital Advisors sold 16,000 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $408K.
Cora Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and held it in 3 quarters.
Cora Capital Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $408K 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 Cora Capital Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.