Klingman & Associates’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Klingman & Associates’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 Q2	–	Sell	-8,140	Closed	-$207K	–	214
2022 Q1	$207K	Hold	8,140	–	–	0.02%	198
2021 Q4	$211K	Hold	8,140	–	–	0.02%	174
2021 Q3	$212K	Hold	8,140	–	–	0.02%	165
2021 Q2	$213K	Sell	8,140 -2,931	-26%	-$76.6K	0.02%	155
2021 Q1	$290K	Sell	11,071 -1,198	-10%	-$31.4K	0.03%	136
2020 Q4	$321K	Hold	12,269	–	–	0.04%	114
2020 Q3	$322K	Hold	12,269	–	–	0.04%	102
2020 Q2	$322K	Hold	12,269	–	–	0.05%	100
2020 Q1	$315K	Buy	12,269 +554	+5%	+$14.3K	0.06%	94
2019 Q4	$302K	Sell	11,715 -1,700	-13%	-$43.9K	0.05%	107
2019 Q3	$346K	Buy	13,415 +300	+2%	+$7.75K	0.06%	90
2019 Q2	$337K	Buy	13,115 +19	+0.1%	+$485	0.06%	91
2019 Q1	$333K	Buy	13,096 +1,235	+10%	+$31.3K	0.06%	93
2018 Q4	$298K	Buy	+11,861	New	+$294K	0.07%	88

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Klingman & Associates's IBML Position: Q2 2022 in Review

Klingman & Associates sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2022, closing a stake of 8,140 shares — an estimated $207K sold.

Klingman & Associates first reported a position in IBML in Q4 2018 and held it in 14 quarters. The position peaked at $346K in Q3 2019. 140 funds tracked by Wall St. Rank hold IBML as of Q2 2022.

Klingman & Associates reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
Klingman & Associates sold 8,140 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2022, an estimated $207K.
Klingman & Associates first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 14 quarters.
Klingman & Associates's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $346K in Q3 2019.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2022.

Based on Klingman & Associates's 13F filing for Q2 2022, filed 27 Jul 2022.