KC
IBML

Kades & Cheifetz’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Kades & Cheifetz’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
Q1 		– Sell
-13,925
Closed -$353K – 78
2022
Q4 		$353K Buy
+13,925
New +$352K 0.3% 59

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Kades & Cheifetz's IBML Position: Q1 2023 in Review

Kades & Cheifetz sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2023, closing a stake of 13,925 shares — an estimated $353K sold.

Kades & Cheifetz first reported a position in IBML in Q4 2022 and held it in 1 quarter. The position peaked at $353K in Q4 2022. 170 funds tracked by Wall St. Rank hold IBML as of Q1 2023.

  • Kades & Cheifetz reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Kades & Cheifetz sold 13,925 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2023, an estimated $353K.
  • Kades & Cheifetz first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Kades & Cheifetz's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $353K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2023.

Based on Kades & Cheifetz's 13F filing for Q1 2023, filed 8 May 2023.