Harbor Investment Advisory’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Harbor Investment Advisory’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	-7,553	Closed	-$193K	–	1222
2023 Q3	$193K	Hold	7,553	–	–	0.03%	314
2023 Q2	$193K	Buy	7,553 +156	+2%	+$3.97K	0.03%	355
2023 Q1	$188K	Hold	7,397	–	–	0.03%	359
2022 Q4	$188K	Buy	7,397 +5,329	+258%	+$135K	0.03%	350
2022 Q3	$52K	Buy	2,068 +468	+29%	+$11.9K	0.01%	688
2022 Q2	$41K	Buy	+1,600	New	+$40.7K	0.01%	757

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

Harbor Investment Advisory's IBML Position: Q4 2023 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 7,553 shares — an estimated $193K sold.

Harbor Investment Advisory first reported a position in IBML in Q2 2022 and held it in 6 quarters. The position peaked at $193K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Harbor Investment Advisory reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Harbor Investment Advisory sold 7,553 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $193K.
Harbor Investment Advisory first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 6 quarters.
Harbor Investment Advisory's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $193K 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 Harbor Investment Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.