EWA
IBML

EP Wealth Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

EP Wealth 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
-15,539
Closed -$397K – 848
2023
Q3 		$397K Sell
15,539
-27,316
-64% -$696K 0.01% 504
2023
Q2 		$469K Buy
42,855
+22,894
+115% +$582K 0.01% 478
2023
Q1 		$2.62M Buy
19,961
+519
+3% +$13.2K 0.05% 206
2022
Q4 		$493K Sell
19,442
-524
-3% -$13.3K 0.01% 381
2022
Q3 		$504K Sell
19,966
-1,645
-8% -$41.8K 0.01% 280
2022
Q2 		$551K Sell
21,611
-28,314
-57% -$720K 0.01% 354
2022
Q1 		$1.27M Sell
49,925
-22,733
-31% -$584K 0.03% 246
2021
Q4 		$1.88M Sell
72,658
-688
-0.9% -$17.9K 0.04% 191
2021
Q3 		$1.91M Hold
73,346
– – 0.05% 172
2021
Q2 		$1.92M Sell
73,346
-11,926
-14% -$312K 0.05% 182
2021
Q1 		$2.23M Hold
85,272
– – 0.07% 158
2020
Q4 		$2.23M Sell
85,272
-2,112
-2% -$55.3K 0.08% 123
2020
Q3 		$2.3M Buy
+87,384
New +$2.3M 0.1% 98
2020
Q2 		– Sell
-102,892
Closed -$2.67M – 104
2020
Q1 		$2.64M Buy
102,892
+36,290
+54% +$937K 0.13% 102
2019
Q4 		$1.72M Buy
+66,602
New +$1.72M 0.07% 139

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

EP Wealth Advisors's IBML Position: Q4 2023 in Review

EP Wealth Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 15,539 shares — an estimated $397K sold.

EP Wealth Advisors first reported a position in IBML in Q4 2019 and held it in 15 quarters. The position peaked at $2.64M in Q1 2020. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • EP Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 15,539 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $397K.
  • EP Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2019 and held it in 15 quarters.
  • EP Wealth Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.64M in Q1 2020.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on EP Wealth Advisors's 13F filing for Q4 2023, filed 28 Feb 2024.