Fidelity Investments
IBML

Fidelity Investments’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Fidelity Investments’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
-226
Closed -$5.77K – 5726
2023
Q3 		$5.77K Sell
226
-207
-48% -$5.28K ﹤0.01% 4296
2023
Q2 		$11K Hold
433
– – ﹤0.01% 4109
2023
Q1 		$11K Sell
433
-118
-21% -$3K ﹤0.01% 4088
2022
Q4 		$14K Buy
+551
New +$13.9K ﹤0.01% 3902
2022
Q2 		– Sell
-122
Closed -$3K – 5637
2022
Q1 		$3K Hold
122
– – ﹤0.01% 4611
2021
Q4 		$3K Hold
122
– – ﹤0.01% 3965
2021
Q3 		$3K Hold
122
– – ﹤0.01% 3952
2021
Q2 		$3K Buy
122
+121
+12,100% +$3.16K ﹤0.01% 3876
2021
Q1 		$0 Buy
+1
New +$26 ﹤0.01% 4669
2020
Q1 		– Sell
-1
Closed – – 4375
2019
Q4 		$0 Buy
+1
New +$26 ﹤0.01% 4369

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

Fidelity Investments's IBML Position: Q4 2023 in Review

Fidelity Investments sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 226 shares — an estimated $5.77K sold.

Fidelity Investments first reported a position in IBML in Q4 2019 and held it in 10 quarters. The position peaked at $14K in Q4 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Fidelity Investments reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 226 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $5.77K.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2019 and held it in 10 quarters.
  • Fidelity Investments's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $14K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.