FFW
IBML

Fusion Family Wealth’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Fusion Family Wealth’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
2020
Q2 		– Sell
-1,229
Closed -$32K – 122
2020
Q1 		$32K Hold
1,229
– – 0.01% 68
2019
Q4 		$32K Hold
1,229
– – 0.01% 75
2019
Q3 		$32K Hold
1,229
– – 0.01% 77
2019
Q2 		$32K Hold
1,229
– – 0.01% 90
2019
Q1 		$31K Hold
1,229
– – 0.01% 79
2018
Q4 		$31K Hold
1,229
– – 0.01% 133
2018
Q3 		$30K Hold
1,229
– – 0.01% 147
2018
Q2 		$31K Hold
1,229
– – 0.01% 159
2018
Q1 		$31K Hold
1,229
– – 0.01% 145
2017
Q4 		$31K Hold
1,229
– – 0.01% 162
2017
Q3 		$31K Buy
1,229
+582
+90% +$14.9K 0.01% 114
2017
Q2 		$16K Buy
+647
New +$16.4K 0.01% 185

Other funds holding IBML

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Fusion Family Wealth's IBML Position: Q2 2020 in Review

Fusion Family Wealth sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2020, closing a stake of 1,229 shares — an estimated $32K sold.

Fusion Family Wealth first reported a position in IBML in Q2 2017 and held it in 12 quarters. The position peaked at $32K in Q1 2020. 95 funds tracked by Wall St. Rank hold IBML as of Q2 2020.

  • Fusion Family Wealth reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Fusion Family Wealth sold 1,229 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2020, an estimated $32K.
  • Fusion Family Wealth first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2017 and held it in 12 quarters.
  • Fusion Family Wealth's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $32K in Q1 2020.
  • 95 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2020.

Based on Fusion Family Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.