DP
IBML

Denver PWM’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Denver PWM’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
2019
Q4 		– Sell
-824
Closed -$21.2K – 219
2019
Q3 		$21.2K Buy
+824
New +$21.3K 0.01% 164

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Denver PWM's IBML Position: Q4 2019 in Review

Denver PWM sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2019, closing a stake of 824 shares — an estimated $21.2K sold.

Denver PWM first reported a position in IBML in Q3 2019 and held it in 1 quarter. The position peaked at $21.2K in Q3 2019. 88 funds tracked by Wall St. Rank hold IBML as of Q4 2019.

  • Denver PWM reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Denver PWM sold 824 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2019, an estimated $21.2K.
  • Denver PWM first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2019 and held it in 1 quarter.
  • Denver PWM's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $21.2K in Q3 2019.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2019.

Based on Denver PWM's 13F filing for Q4 2019, filed 8 Jan 2020.