EVM
IBML

Eaton Vance Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Eaton Vance Management’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
Q3 		$1.81M Buy
71,902
+57,556
+401% +$1.46M ﹤0.01% 1089
2022
Q2 		$366K Buy
+14,346
New +$365K ﹤0.01% 1426

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Eaton Vance Management's IBML Position: Q3 2022 in Review

Eaton Vance Management increased its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 401% in Q3 2022, buying an estimated $1.46M and bringing the position to 71,902 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Eaton Vance Management first reported a position in IBML in Q2 2022 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold IBML as of Q3 2022.

  • Eaton Vance Management held 71,902 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $1.81M as of Q3 2022.
  • Eaton Vance Management bought 57,556 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2022, an estimated $1.46M.
  • iShares iBonds Dec 2023 Term Muni Bond ETF made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1089 holding.
  • Eaton Vance Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.