ECM
IBML

Exchange Capital Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Exchange Capital 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
2023
Q4 		– Sell
-43,921
Closed -$1.12M – 185
2023
Q3 		$1.12M Buy
43,921
+135
+0.3% +$3.44K 0.21% 106
2023
Q2 		$1.12M Hold
43,786
– – 0.21% 104
2023
Q1 		$1.11M Buy
43,786
+19,786
+82% +$502K 0.23% 104
2022
Q4 		$608K Buy
+24,000
New +$607K 0.13% 127

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

Exchange Capital Management's IBML Position: Q4 2023 in Review

Exchange Capital Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 43,921 shares — an estimated $1.12M sold.

Exchange Capital Management first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $1.12M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Exchange Capital Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Exchange Capital Management sold 43,921 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.12M.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • Exchange Capital Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.12M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Exchange Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.