GRP
IBML

Global Retirement Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Global Retirement Partners’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
Q3 		– Sell
-799
Closed -$20.4K – 3358
2023
Q2 		$20.4K Buy
799
+1
+0.1% +$25 ﹤0.01% 1658
2023
Q1 		$20.2K Buy
798
+4
+0.5% +$102 ﹤0.01% 1633
2022
Q4 		$20.1K Buy
794
+2
+0.3% +$51 ﹤0.01% 1480
2022
Q3 		$20K Buy
+792
New +$20.1K ﹤0.01% 1406

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Global Retirement Partners's IBML Position: Q3 2023 in Review

Global Retirement Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2023, closing a stake of 799 shares — an estimated $20.4K sold.

Global Retirement Partners first reported a position in IBML in Q3 2022 and held it in 4 quarters. The position peaked at $20.4K in Q2 2023. 162 funds tracked by Wall St. Rank hold IBML as of Q3 2023.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Global Retirement Partners sold 799 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2023, an estimated $20.4K.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 4 quarters.
  • Global Retirement Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $20.4K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.