HS
IBML

Horan Securities’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Horan Securities’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
-9,631
Closed -$246K – 112
2023
Q3 		$246K Hold
9,631
– – 0.13% 82
2023
Q2 		$246K Sell
9,631
-291
-3% -$7.4K 0.1% 101
2023
Q1 		$252K Buy
9,922
+4,638
+88% +$118K 0.13% 83
2022
Q4 		$134K Buy
5,284
+3,962
+300% +$100K 0.08% 125
2022
Q3 		$33K Buy
+1,322
New +$33.6K 0.02% 229

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

Horan Securities's IBML Position: Q4 2023 in Review

Horan Securities sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 9,631 shares — an estimated $246K sold.

Horan Securities first reported a position in IBML in Q3 2022 and held it in 5 quarters. The position peaked at $252K in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Horan Securities reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Horan Securities sold 9,631 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $246K.
  • Horan Securities first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 5 quarters.
  • Horan Securities's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $252K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Horan Securities's 13F filing for Q4 2023, filed 7 Feb 2024.