IAA
IBML

Independent Advisor Alliance’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-12,278
Closed -$317K – 906
2019
Q4 		$317K Buy
+12,278
New +$317K 0.01% 663

Other funds holding IBML

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Independent Advisor Alliance's IBML Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2020, closing a stake of 12,278 shares — an estimated $317K sold.

Independent Advisor Alliance first reported a position in IBML in Q4 2019 and held it in 1 quarter. The position peaked at $317K in Q4 2019. 89 funds tracked by Wall St. Rank hold IBML as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,278 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2020, an estimated $317K.
  • Independent Advisor Alliance first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $317K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.