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

IHT 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	-10,948	Closed	-$279K	–	1042
2023 Q3	$279K	Buy	10,948 +1,052	+11%	+$26.8K	0.01%	758
2023 Q2	$252K	Buy	9,896 +40	+0.4%	+$1.02K	0.01%	789
2023 Q1	$251K	Buy	9,856 +27	+0.3%	+$685	0.01%	762
2022 Q4	$249K	Buy	9,829 +40	+0.4%	+$1.01K	0.02%	732
2022 Q3	$247K	Buy	9,789 +29	+0.3%	+$737	0.02%	696
2022 Q2	$249K	Buy	9,760 +26	+0.3%	+$661	0.02%	592
2022 Q1	$248K	Buy	9,734 +16	+0.2%	+$411	0.02%	639
2021 Q4	$252K	Buy	9,718 +35	+0.4%	+$909	0.02%	671
2021 Q3	$252K	Buy	+9,683	New	+$253K	0.02%	655

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

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

IHT Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 10,948 shares — an estimated $279K sold.

IHT Wealth Management first reported a position in IBML in Q3 2021 and held it in 9 quarters. The position peaked at $279K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

IHT Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
IHT Wealth Management sold 10,948 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $279K.
IHT Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2021 and held it in 9 quarters.
IHT Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $279K 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 IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.