KCM
IBML

Karp Capital Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Karp Capital 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
2022
Q4 		– Sell
-104,285
Closed -$2.63M – 121
2022
Q3 		$2.63M Sell
104,285
-2,212
-2% -$56.2K 0.54% 49
2022
Q2 		$2.72M Buy
+106,497
New +$2.71M 0.48% 70

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

Karp Capital Management's IBML Position: Q4 2022 in Review

Karp Capital Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2022, closing a stake of 104,285 shares — an estimated $2.63M sold.

Karp Capital Management first reported a position in IBML in Q2 2022 and held it in 2 quarters. The position peaked at $2.72M in Q2 2022. 171 funds tracked by Wall St. Rank hold IBML as of Q4 2022.

  • Karp Capital Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 104,285 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2022, an estimated $2.63M.
  • Karp Capital Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 2 quarters.
  • Karp Capital Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.72M in Q2 2022.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.