CJL
IBML

Cyrus J. Lawrence’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Cyrus J. Lawrence’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
2022
Q2 		– Sell
-2,000
Closed -$51K – 279
2022
Q1 		$51K Buy
+2,000
New +$51.4K 0.01% 149

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Cyrus J. Lawrence's IBML Position: Q2 2022 in Review

Cyrus J. Lawrence sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2022, closing a stake of 2,000 shares — an estimated $51K sold.

Cyrus J. Lawrence first reported a position in IBML in Q1 2022 and held it in 1 quarter. The position peaked at $51K in Q1 2022. 140 funds tracked by Wall St. Rank hold IBML as of Q2 2022.

  • Cyrus J. Lawrence reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Cyrus J. Lawrence sold 2,000 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2022, an estimated $51K.
  • Cyrus J. Lawrence first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2022 and held it in 1 quarter.
  • Cyrus J. Lawrence's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $51K in Q1 2022.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2022.

Based on Cyrus J. Lawrence's 13F filing for Q2 2022, filed 5 Aug 2022.