GPA
IBML

Guidance Point Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Guidance Point Advisors’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
-14,931
Closed -$381K – 77
2023
Q2 		$381K Buy
14,931
+410
+3% +$10.4K 0.15% 55
2023
Q1 		$369K Buy
14,521
+12
+0.1% +$305 0.15% 56
2022
Q4 		$368K Sell
14,509
-19,583
-57% -$496K 0.16% 56
2022
Q3 		$860K Buy
34,092
+746
+2% +$19K 0.39% 40
2022
Q2 		$850K Buy
33,346
+3,099
+10% +$78.8K 0.37% 42
2022
Q1 		$770K Buy
30,247
+35
+0.1% +$899 0.29% 46
2021
Q4 		$783K Buy
30,212
+10,156
+51% +$264K 0.28% 41
2021
Q3 		$519K Buy
20,056
+37
+0.2% +$965 0.19% 53
2021
Q2 		$522K Buy
20,019
+42
+0.2% +$1.1K 0.2% 55
2021
Q1 		$522K Buy
19,977
+30
+0.2% +$785 0.22% 57
2020
Q4 		$522K Buy
19,947
+1,362
+7% +$35.7K 0.24% 54
2020
Q3 		$488K Sell
18,585
-14,150
-43% -$372K 0.27% 49
2020
Q2 		$858K Buy
32,735
+80
+0.2% +$2.08K 0.48% 38
2020
Q1 		$837K Buy
32,655
+51
+0.2% +$1.32K 0.54% 35
2019
Q4 		$841K Buy
32,604
+4,945
+18% +$128K 0.41% 35
2019
Q3 		$712K Buy
27,659
+63
+0.2% +$1.63K 0.39% 36
2019
Q2 		$709K Buy
27,596
+67
+0.2% +$1.71K 0.4% 37
2019
Q1 		$701K Buy
27,529
+2,016
+8% +$51K 0.41% 37
2018
Q4 		$640K Buy
+25,513
New +$633K 0.42% 38

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 $2.44B AUM 23.07% 1-Year Est. Return

Guidance Point Advisors's IBML Position: Q3 2023 in Review

Guidance Point Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2023, closing a stake of 14,931 shares — an estimated $381K sold.

Guidance Point Advisors first reported a position in IBML in Q4 2018 and held it in 19 quarters. The position peaked at $860K in Q3 2022. 162 funds tracked by Wall St. Rank hold IBML as of Q3 2023.

  • Guidance Point Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Guidance Point Advisors sold 14,931 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2023, an estimated $381K.
  • Guidance Point Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 19 quarters.
  • Guidance Point Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $860K in Q3 2022.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2023.

Based on Guidance Point Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.