KPW
IBML

Kore Private Wealth’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Kore Private Wealth’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
2019
Q1 		– Sell
-601
Closed -$15K – 1000
2018
Q4 		$15K Buy
+601
New +$14.9K ﹤0.01% 528

Other funds holding IBML

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kore Private Wealth's IBML Position: Q1 2019 in Review

Kore Private Wealth sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2019, closing a stake of 601 shares — an estimated $15K sold.

Kore Private Wealth first reported a position in IBML in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 74 funds tracked by Wall St. Rank hold IBML as of Q1 2019.

  • Kore Private Wealth reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Kore Private Wealth sold 601 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2019, an estimated $15K.
  • Kore Private Wealth first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • Kore Private Wealth's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $15K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2019.

Based on Kore Private Wealth's 13F filing for Q1 2019, filed 16 May 2019.