GIA
IBML

Gladstone Institutional Advisory’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-10,647
Closed -$275K – 325
2019
Q4 		$275K Sell
10,647
-768
-7% -$19.8K 0.07% 203
2019
Q3 		$294K Sell
11,415
-710
-6% -$18.3K 0.07% 208
2019
Q2 		$312K Sell
12,125
-3,925
-24% -$100K 0.1% 194
2019
Q1 		$409K Buy
16,050
+336
+2% +$8.5K 0.15% 125
2018
Q4 		$395K Buy
+15,714
New +$390K 0.23% 100

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Gladstone Institutional Advisory's IBML Position: Q1 2020 in Review

Gladstone Institutional Advisory sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2020, closing a stake of 10,647 shares — an estimated $275K sold.

Gladstone Institutional Advisory first reported a position in IBML in Q4 2018 and held it in 5 quarters. The position peaked at $409K in Q1 2019. 89 funds tracked by Wall St. Rank hold IBML as of Q1 2020.

  • Gladstone Institutional Advisory reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 10,647 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2020, an estimated $275K.
  • Gladstone Institutional Advisory first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 5 quarters.
  • Gladstone Institutional Advisory's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $409K in Q1 2019.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2020, filed 14 May 2020.