First Affirmative Financial Network’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

First Affirmative Financial Network’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	-15,891	Closed	-$406K	–	253
2023 Q3	$406K	Sell	15,891 -441	-3%	-$11.2K	0.4%	72
2023 Q2	$416K	Sell	16,332 -244	-1%	-$6.2K	0.42%	70
2023 Q1	$422K	Sell	16,576 -290	-2%	-$7.36K	0.49%	59
2022 Q4	$428K	Buy	16,866 +484	+3%	+$12.3K	0.52%	52
2022 Q3	$413K	Sell	16,382 -3,819	-19%	-$97K	0.53%	46
2022 Q2	$515K	Sell	20,201 -634	-3%	-$16.1K	0.59%	40
2022 Q1	$531K	Buy	20,835 +4,061	+24%	+$104K	0.51%	49
2021 Q4	$435K	Buy	16,774 +1,293	+8%	+$33.6K	0.4%	67
2021 Q3	$403K	Buy	+15,481	New	+$404K	0.41%	64

Other funds holding IBML

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

First Affirmative Financial Network's IBML Position: Q4 2023 in Review

First Affirmative Financial Network sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 15,891 shares — an estimated $406K sold.

First Affirmative Financial Network first reported a position in IBML in Q3 2021 and held it in 9 quarters. The position peaked at $531K in Q1 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

First Affirmative Financial Network reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
First Affirmative Financial Network sold 15,891 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $406K.
First Affirmative Financial Network first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2021 and held it in 9 quarters.
First Affirmative Financial Network's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $531K in Q1 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on First Affirmative Financial Network's 13F filing for Q4 2023, filed 8 Jan 2024.