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

HB 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	-7,958	Closed	-$203K	–	831
2023 Q3	$203K	Hold	7,958	–	–	﹤0.01%	712
2023 Q2	$203K	Hold	7,958	–	–	﹤0.01%	679
2023 Q1	$202K	Hold	7,958	–	–	﹤0.01%	675
2022 Q4	$202K	Hold	7,958	–	–	﹤0.01%	646
2022 Q3	$201K	Hold	7,958	–	–	﹤0.01%	552
2022 Q2	$203K	Hold	7,958	–	–	﹤0.01%	552
2022 Q1	$203K	Hold	7,958	–	–	﹤0.01%	568
2021 Q4	$206K	Buy	+7,958	New	+$207K	﹤0.01%	489

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

HB Wealth Management's IBML Position: Q4 2023 in Review

HB Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 7,958 shares — an estimated $203K sold.

HB Wealth Management first reported a position in IBML in Q4 2021 and held it in 8 quarters. The position peaked at $206K in Q4 2021. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

HB Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
HB Wealth Management sold 7,958 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $203K.
HB Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2021 and held it in 8 quarters.
HB Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $206K in Q4 2021.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on HB Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.