Heck Capital Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Heck Capital 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 Q4	–	Sell	-304	Closed	-$7.75K	–	208
2023 Q3	$7.75K	Buy	304 +2	+0.7%	+$51	﹤0.01%	178
2023 Q2	$7.7K	Buy	302 +1	+0.3%	+$25	﹤0.01%	155
2023 Q1	$7.65K	Buy	+301	New	+$7.64K	﹤0.01%	144

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

Heck Capital Advisors's IBML Position: Q4 2023 in Review

Heck Capital Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 304 shares — an estimated $7.75K sold.

Heck Capital Advisors first reported a position in IBML in Q1 2023 and held it in 3 quarters. The position peaked at $7.75K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Heck Capital Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Heck Capital Advisors sold 304 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $7.75K.
Heck Capital Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and held it in 3 quarters.
Heck Capital Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $7.75K 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 Heck Capital Advisors's 13F filing for Q4 2023, filed 19 May 2025.