GG
IBML

Gofen & Glossberg’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Gofen & Glossberg’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
2022
Q2 		– Sell
-8,250
Closed -$210K – 608
2022
Q1 		$210K Hold
8,250
– – ﹤0.01% 546
2021
Q4 		$214K Hold
8,250
– – ﹤0.01% 546
2021
Q3 		$215K Sell
8,250
-500
-6% -$13K 0.01% 538
2021
Q2 		$228K Sell
8,750
-1,500
-15% -$39.2K 0.01% 504
2021
Q1 		$268K Hold
10,250
– – 0.01% 434
2020
Q4 		$268K Buy
+10,250
New +$269K 0.01% 416

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Gofen & Glossberg's IBML Position: Q2 2022 in Review

Gofen & Glossberg sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2022, closing a stake of 8,250 shares — an estimated $210K sold.

Gofen & Glossberg first reported a position in IBML in Q4 2020 and held it in 6 quarters. The position peaked at $268K in Q1 2021. 140 funds tracked by Wall St. Rank hold IBML as of Q2 2022.

  • Gofen & Glossberg reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 8,250 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2022, an estimated $210K.
  • Gofen & Glossberg first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 6 quarters.
  • Gofen & Glossberg's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $268K in Q1 2021.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2022.

Based on Gofen & Glossberg's 13F filing for Q2 2022, filed 14 Jul 2022.