Corient Private Wealth
IBML

Corient Private Wealth’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Corient Private Wealth’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
-27,275
Closed -$696K – 2373
2023
Q3 		$696K Hold
27,275
– – ﹤0.01% 1324
2023
Q2 		$695K Sell
27,275
-43,082
-61% -$1.1M ﹤0.01% 1292
2023
Q1 		$1.79M Buy
+70,357
New +$1.79M ﹤0.01% 878

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

Corient Private Wealth's IBML Position: Q4 2023 in Review

Corient Private Wealth sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 27,275 shares — an estimated $696K sold.

Corient Private Wealth first reported a position in IBML in Q1 2023 and held it in 3 quarters. The position peaked at $1.79M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Corient Private Wealth reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Corient Private Wealth sold 27,275 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $696K.
  • Corient Private Wealth first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and held it in 3 quarters.
  • Corient Private Wealth's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.79M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Corient Private Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.