DSA
IBML

Droms Strauss Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Droms Strauss 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
Q2 		– Sell
-105,499
Closed -$2.68M – 68
2023
Q1 		$2.68M Buy
105,499
+9,876
+10% +$251K 1.21% 14
2022
Q4 		$2.43M Sell
95,623
-1,218
-1% -$30.8K 1.11% 14
2022
Q3 		$2.45M Buy
96,841
+48,610
+101% +$1.24M 1.21% 15
2022
Q2 		$1.23M Buy
+48,231
New +$1.23M 0.62% 23

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Droms Strauss Advisors's IBML Position: Q2 2023 in Review

Droms Strauss Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2023, closing a stake of 105,499 shares — an estimated $2.68M sold.

Droms Strauss Advisors first reported a position in IBML in Q2 2022 and held it in 4 quarters. The position peaked at $2.68M in Q1 2023. 166 funds tracked by Wall St. Rank hold IBML as of Q2 2023.

  • Droms Strauss Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Droms Strauss Advisors sold 105,499 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2023, an estimated $2.68M.
  • Droms Strauss Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 4 quarters.
  • Droms Strauss Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.68M in Q1 2023.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2023.

Based on Droms Strauss Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.