LIA
IBML

LBMC Investment Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

LBMC Investment Advisors’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
-130,599
Closed -$3.33M – 173
2023
Q3 		$3.33M Buy
130,599
+89
+0.1% +$2.27K 0.35% 32
2023
Q2 		$3.33M Buy
130,510
+68
+0.1% +$1.73K 0.33% 32
2023
Q1 		$3.32M Buy
130,442
+3,015
+2% +$76.5K 0.34% 31
2022
Q4 		$3.23M Buy
127,427
+18,657
+17% +$472K 0.34% 29
2022
Q3 		$2.75M Buy
+108,770
New +$2.76M 0.32% 30

Other funds holding IBML

IA
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

LBMC Investment Advisors's IBML Position: Q4 2023 in Review

LBMC Investment Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 130,599 shares — an estimated $3.33M sold.

LBMC Investment Advisors first reported a position in IBML in Q3 2022 and held it in 5 quarters. The position peaked at $3.33M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • LBMC Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • LBMC Investment Advisors sold 130,599 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $3.33M.
  • LBMC Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 5 quarters.
  • LBMC Investment Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $3.33M in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on LBMC Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.