Glenview Trust’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Glenview Trust’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	-346,514	Closed	-$8.84M	–	492
2023 Q3	$8.84M	Sell	346,514 -1,610	-0.5%	-$41K	0.24%	91
2023 Q2	$8.87M	Sell	348,124 -1,771	-0.5%	-$45K	0.24%	95
2023 Q1	$8.9M	Sell	349,895 -510	-0.1%	-$12.9K	0.27%	92
2022 Q4	$8.88M	Buy	+350,405	New	+$8.87M	0.29%	87

Other funds holding IBML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Glenview Trust's IBML Position: Q4 2023 in Review

Glenview Trust sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 346,514 shares — an estimated $8.84M sold.

Glenview Trust first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $8.9M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Glenview Trust reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Glenview Trust sold 346,514 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $8.84M.
Glenview Trust first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Glenview Trust's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $8.9M in Q1 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Glenview Trust's 13F filing for Q4 2023, filed 12 Feb 2024.