Granite Bay Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Granite Bay Wealth 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	-58,500	Closed	-$1.49M	–	326
2023 Q3	$1.49M	Buy	+58,500	New	+$1.49M	0.01%	188

Other funds holding IBML

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SRC

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

Granite Bay Wealth Management's IBML Position: Q4 2023 in Review

Granite Bay Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 58,500 shares — an estimated $1.49M sold.

Granite Bay Wealth Management first reported a position in IBML in Q3 2023 and held it in 1 quarter. The position peaked at $1.49M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Granite Bay Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Granite Bay Wealth Management sold 58,500 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.49M.
Granite Bay Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
Granite Bay Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.49M in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Granite Bay Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.