Journey Advisory Group’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Journey Advisory Group’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	-16,053	Closed	-$410K	–	223
2023 Q3	$410K	Sell	16,053 -5,000	-24%	-$127K	0.06%	159
2023 Q2	$537K	Sell	21,053 -300	-1%	-$7.63K	0.08%	144
2023 Q1	$543K	Buy	+21,353	New	+$542K	0.09%	144

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

Journey Advisory Group's IBML Position: Q4 2023 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 16,053 shares — an estimated $410K sold.

Journey Advisory Group first reported a position in IBML in Q1 2023 and held it in 3 quarters. The position peaked at $543K in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Journey Advisory Group reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Journey Advisory Group sold 16,053 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $410K.
Journey Advisory Group first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and held it in 3 quarters.
Journey Advisory Group's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $543K 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 Journey Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.