Global Financial Private Client’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Global Financial Private Client’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	-81,055	Closed	-$2.06M	–	708
2023 Q3	$2.06M	Sell	81,055 -11,453	-12%	-$292K	1.07%	17
2023 Q2	$2.35M	Sell	92,508 -3,944	-4%	-$100K	1.16%	16
2023 Q1	$2.45M	Buy	96,452 +24,359	+34%	+$618K	1.26%	16
2022 Q4	$1.83M	Buy	72,093 +25,806	+56%	+$653K	1.02%	24
2022 Q3	$1.17M	Buy	46,287 +4,258	+10%	+$108K	0.67%	34
2022 Q2	$1.07M	Buy	42,029 +6,282	+18%	+$160K	0.6%	36
2022 Q1	$908K	Buy	35,747 +15,092	+73%	+$388K	0.44%	55
2021 Q4	$535K	Buy	+20,655	New	+$536K	0.26%	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

Global Financial Private Client's IBML Position: Q4 2023 in Review

Global Financial Private Client sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 81,055 shares — an estimated $2.06M sold.

Global Financial Private Client first reported a position in IBML in Q4 2021 and held it in 8 quarters. The position peaked at $2.45M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Global Financial Private Client reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Global Financial Private Client sold 81,055 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $2.06M.
Global Financial Private Client first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2021 and held it in 8 quarters.
Global Financial Private Client's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.45M 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 Global Financial Private Client's 13F filing for Q4 2023, filed 16 May 2024.