EIA
IBML

Eldridge Investment Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Eldridge Investment 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
Q4 		– Sell
-51,023
Closed -$1.3M – 157
2023
Q3 		$1.3M Buy
51,023
+7
+0% +$178 0.43% 46
2023
Q2 		$1.3M Sell
51,016
-1,995
-4% -$50.7K 0.43% 47
2023
Q1 		$1.35M Buy
53,011
+15,038
+40% +$382K 0.47% 48
2022
Q4 		$963K Buy
37,973
+18,889
+99% +$478K 0.34% 57
2022
Q3 		$482K Buy
19,084
+6,803
+55% +$173K 0.19% 76
2022
Q2 		$313K Buy
+12,281
New +$312K 0.12% 96

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

Eldridge Investment Advisors's IBML Position: Q4 2023 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 51,023 shares — an estimated $1.3M sold.

Eldridge Investment Advisors first reported a position in IBML in Q2 2022 and held it in 6 quarters. The position peaked at $1.35M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Eldridge Investment Advisors sold 51,023 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.3M.
  • Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 6 quarters.
  • Eldridge Investment Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.35M 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 Eldridge Investment Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.