Gould Asset Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Gould Asset Management’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	-8,425	Closed	-$215K	–	162
2023 Q3	$215K	Hold	8,425	–	–	0.06%	133
2023 Q2	$215K	Sell	8,425 -40	-0.5%	-$1.02K	0.06%	135
2023 Q1	$215K	Sell	8,465 -6,655	-44%	-$169K	0.06%	134
2022 Q4	$383K	Buy	+15,120	New	+$383K	0.12%	107

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

Gould Asset Management's IBML Position: Q4 2023 in Review

Gould Asset Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 8,425 shares — an estimated $215K sold.

Gould Asset Management first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $383K in Q4 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Gould Asset Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Gould Asset Management sold 8,425 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $215K.
Gould Asset Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Gould Asset Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $383K in Q4 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Gould Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.