JWCA
IBML

J.W. Cole Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

J.W. Cole Advisors’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
2022
Q4 		– Sell
-9,750
Closed -$246K – 774
2022
Q3 		$246K Buy
+9,750
New +$248K 0.02% 606

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

J.W. Cole Advisors's IBML Position: Q4 2022 in Review

J.W. Cole Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2022, closing a stake of 9,750 shares — an estimated $246K sold.

J.W. Cole Advisors first reported a position in IBML in Q3 2022 and held it in 1 quarter. The position peaked at $246K in Q3 2022. 171 funds tracked by Wall St. Rank hold IBML as of Q4 2022.

  • J.W. Cole Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 9,750 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2022, an estimated $246K.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • J.W. Cole Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $246K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2022.

Based on J.W. Cole Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.