GEA
IBML

Glen Eagle Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Glen Eagle 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
2023
Q4 		– Sell
-9,623
Closed -$246K – 1061
2023
Q3 		$246K Buy
9,623
+16
+0.2% +$408 0.06% 202
2023
Q2 		$245K Buy
9,607
+13
+0.1% +$331 0.06% 208
2023
Q1 		$244K Buy
9,594
+8
+0.1% +$203 0.06% 203
2022
Q4 		$243K Buy
9,586
+12
+0.1% +$304 0.07% 199
2022
Q3 		$242K Buy
9,574
+10
+0.1% +$254 0.07% 192
2022
Q2 		$244K Buy
9,564
+8
+0.1% +$203 0.07% 203
2022
Q1 		$243K Buy
9,556
+5
+0.1% +$128 0.06% 208
2021
Q4 		$248K Hold
9,551
– – 0.06% 204
2021
Q3 		$248K Hold
9,551
– – 0.07% 196
2021
Q2 		$249K Hold
9,551
– – 0.08% 193
2021
Q1 		$250K Buy
9,551
+3,401
+55% +$89K 0.09% 179
2020
Q4 		$161K Hold
6,150
– – 0.06% 192
2020
Q3 		$162K Hold
6,150
– – 0.07% 175
2020
Q2 		$161K Hold
6,150
– – 0.08% 168
2020
Q1 		$158K Buy
6,150
+750
+14% +$19.4K 0.11% 149
2019
Q4 		$139K Hold
5,400
– – 0.07% 195
2019
Q3 		$139K Hold
5,400
– – 0.09% 177
2019
Q2 		$139K Hold
5,400
– – 0.1% 176
2019
Q1 		$138K Buy
5,400
+400
+8% +$10.1K 0.1% 172
2018
Q4 		$126K Hold
5,000
– – 0.11% 170
2018
Q3 		$124K Buy
5,000
+2,000
+67% +$50K 0.09% 184
2018
Q2 		$74.8K Buy
3,000
+2,500
+500% +$62.1K 0.06% 224
2018
Q1 		$12.4K Buy
+500
New +$12.5K 0.01% 409

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

Glen Eagle Advisors's IBML Position: Q4 2023 in Review

Glen Eagle Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 9,623 shares — an estimated $246K sold.

Glen Eagle Advisors first reported a position in IBML in Q1 2018 and held it in 23 quarters. The position peaked at $250K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Glen Eagle Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 9,623 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $246K.
  • Glen Eagle Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2018 and held it in 23 quarters.
  • Glen Eagle Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $250K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Glen Eagle Advisors's 13F filing for Q4 2023, filed 13 Aug 2024.