EC
IBML

Estate Counselors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Estate Counselors’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
2020
Q3 		– Sell
-67,390
Closed -$1.77M – 159
2020
Q2 		$1.77M Buy
67,390
+6,690
+11% +$174K 0.28% 61
2020
Q1 		$1.56M Buy
+60,700
New +$1.57M 0.26% 62

Other funds holding IBML

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Estate Counselors's IBML Position: Q3 2020 in Review

Estate Counselors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2020, closing a stake of 67,390 shares — an estimated $1.77M sold.

Estate Counselors first reported a position in IBML in Q1 2020 and held it in 2 quarters. The position peaked at $1.77M in Q2 2020. 99 funds tracked by Wall St. Rank hold IBML as of Q3 2020.

  • Estate Counselors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Estate Counselors sold 67,390 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2020, an estimated $1.77M.
  • Estate Counselors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2020 and held it in 2 quarters.
  • Estate Counselors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.77M in Q2 2020.
  • 99 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2020.

Based on Estate Counselors's 13F filing for Q3 2020, filed 28 Oct 2020.