Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Forvis Mazars Wealth 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
2022 Q4	–	Sell	-7,968	Closed	-$201K	–	405
2022 Q3	$201K	Hold	7,968	–	–	0.01%	375
2022 Q2	$203K	Hold	7,968	–	–	0.01%	379
2022 Q1	$203K	Hold	7,968	–	–	0.01%	294
2021 Q4	$207K	Hold	7,968	–	–	0.01%	279
2021 Q3	$207K	Hold	7,968	–	–	0.01%	266
2021 Q2	$208K	Hold	7,968	–	–	0.01%	258
2021 Q1	$208K	Hold	7,968	–	–	0.01%	266
2020 Q4	$209K	Hold	7,968	–	–	0.01%	346
2020 Q3	$209K	Hold	7,968	–	–	0.01%	309
2020 Q2	$209K	Buy	+7,968	New	+$207K	0.01%	298

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBML Position: Q4 2022 in Review

Forvis Mazars Wealth Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2022, closing a stake of 7,968 shares — an estimated $201K sold.

Forvis Mazars Wealth Advisors first reported a position in IBML in Q2 2020 and held it in 10 quarters. The position peaked at $209K in Q4 2020. 171 funds tracked by Wall St. Rank hold IBML as of Q4 2022.

Forvis Mazars Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 7,968 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2022, an estimated $201K.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2020 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $209K in Q4 2020.
171 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2022.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.