FFA
IBML

Farther Finance Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Farther Finance 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
-1,312
Closed -$33.5K – 3637
2023
Q3 		$33.5K Hold
1,312
– – 0.01% 925
2023
Q2 		$33.4K Hold
1,312
– – 0.01% 810
2023
Q1 		$33.4K Buy
1,312
+492
+60% +$12.5K 0.01% 733
2022
Q4 		$20.8K Buy
+820
New +$20.8K 0.01% 724

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Farther Finance Advisors's IBML Position: Q4 2023 in Review

Farther Finance Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 1,312 shares — an estimated $33.5K sold.

Farther Finance Advisors first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $33.5K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Farther Finance Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Farther Finance Advisors sold 1,312 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $33.5K.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
  • Farther Finance Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $33.5K 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 Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.