HI
IBML

Harbour Investments’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Harbour Investments’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
-1,373
Closed -$35K – 3230
2023
Q3 		$35K Sell
1,373
-211
-13% -$5.38K ﹤0.01% 1504
2023
Q2 		$40.4K Buy
1,584
+9
+0.6% +$229 ﹤0.01% 1454
2023
Q1 		$40.1K Sell
1,575
-22
-1% -$559 ﹤0.01% 1449
2022
Q4 		$40.5K Buy
1,597
+2
+0.1% +$51 ﹤0.01% 1381
2022
Q3 		$41K Hold
1,595
– – ﹤0.01% 1349
2022
Q2 		$41K Buy
+1,595
New +$40.5K ﹤0.01% 1349
2021
Q4 		$32K Sell
1,227
-2,271
-65% -$59K ﹤0.01% 1466
2021
Q3 		$91K Sell
3,498
-94
-3% -$2.45K ﹤0.01% 1433
2021
Q2 		$94K Sell
3,592
-52
-1% -$1.36K ﹤0.01% 1438
2021
Q1 		$95K Buy
+3,644
New +$95.4K ﹤0.01% 1324

Other funds holding IBML

IA
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

Harbour Investments's IBML Position: Q4 2023 in Review

Harbour Investments sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 1,373 shares — an estimated $35K sold.

Harbour Investments first reported a position in IBML in Q1 2021 and held it in 10 quarters. The position peaked at $95K in Q1 2021. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Harbour Investments reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Harbour Investments sold 1,373 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $35K.
  • Harbour Investments first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2021 and held it in 10 quarters.
  • Harbour Investments's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $95K in Q1 2021.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Harbour Investments's 13F filing for Q4 2023, filed 16 Feb 2024.