HB
IBML

Homrich & Berg’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Homrich & Berg’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
2021
Q3 		$207K Hold
7,958
– – ﹤0.01% 444
2021
Q2 		$208K Buy
+7,958
New +$208K ﹤0.01% 457

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Homrich & Berg's IBML Position: Q3 2021 in Review

Homrich & Berg held its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) position steady in Q3 2021 at 7,958 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Homrich & Berg first reported a position in IBML in Q2 2021 and has held it in 2 quarters since. The position peaked at $208K in Q2 2021. 128 funds tracked by Wall St. Rank hold IBML as of Q3 2021.

  • Homrich & Berg held 7,958 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $207K as of Q3 2021.
  • Homrich & Berg left its iShares iBonds Dec 2023 Term Muni Bond ETF share count unchanged in Q3 2021.
  • iShares iBonds Dec 2023 Term Muni Bond ETF made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #444 holding.
  • Homrich & Berg first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2021 and has held it in 2 quarters since.
  • Homrich & Berg's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $208K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.