IFP Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33,758
| Closed | -$862K | – | 3278 |
|
|
2023
Q4 | $862K | Buy |
33,758
+240
| +0.7% | +$6.12K | 0.04% | 420 |
|
|
2023
Q3 | $856K | Sell |
33,518
-1,563
| -4% | -$39.8K | 0.04% | 433 |
|
|
2023
Q2 | $894K | Buy |
35,081
+13,104
| +60% | +$333K | 0.04% | 459 |
|
|
2023
Q1 | $547K | Sell |
21,977
-7,279
| -25% | -$185K | 0.02% | 574 |
|
|
2022
Q4 | $727K | Buy |
29,256
+10,389
| +55% | +$263K | 0.02% | 743 |
|
|
2022
Q3 | $470K | Buy |
18,867
+12,958
| +219% | +$329K | 0.01% | 960 |
|
|
2022
Q2 | $148K | Hold |
5,909
| – | – | ﹤0.01% | 1460 |
|
|
2022
Q1 | $148K | Buy |
+5,909
| New | +$152K | ﹤0.01% | 1460 |
|
|
2021
Q1 | – | Sell |
-1,909
| Closed | -$50K | – | 3275 |
|
|
2020
Q4 | $50K | Hold |
1,909
| – | – | ﹤0.01% | 1447 |
|
|
2020
Q3 | $50K | Buy |
+1,909
| New | +$50.2K | ﹤0.01% | 1297 |
|
|
2019
Q1 | – | Sell |
-2,269
| Closed | -$57K | – | 3589 |
|
|
2018
Q4 | $57K | Buy |
2,269
+6
| +0.3% | +$149 | ﹤0.01% | 1537 |
|
|
2018
Q3 | $56K | Buy |
+2,263
| New | +$56.5K | ﹤0.01% | 1837 |
|
IFP Advisors's IBML Position: Q1 2024 in Review
IFP Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2024, closing a stake of 33,758 shares — an estimated $862K sold.
IFP Advisors first reported a position in IBML in Q3 2018 and held it in 12 quarters. The position peaked at $894K in Q2 2023. 0 funds tracked by Wall St. Rank hold IBML as of Q1 2024.
- IFP Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
- IFP Advisors sold 33,758 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2024, an estimated $862K.
- IFP Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2018 and held it in 12 quarters.
- IFP Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $894K in Q2 2023.
- 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2024.
Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.