Lee Financial’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Lee Financial’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 Q3	–	Sell	-800	Closed	-$20.4K	–	862
2023 Q2	$20.4K	Sell	800 -62,780	-99%	-$1.6M	﹤0.01%	299
2023 Q1	$1.62M	Sell	63,580 -5,200	-8%	-$132K	0.28%	42
2022 Q4	$1.74M	Sell	68,780 -19,994	-23%	-$506K	0.3%	45
2022 Q3	$2.24M	Buy	88,774 +9,850	+12%	+$250K	0.42%	30
2022 Q2	$2.01M	Buy	78,924 +52,930	+204%	+$1.35M	0.37%	37
2022 Q1	$662K	Hold	25,994	–	–	0.12%	85
2021 Q4	$674K	Hold	25,994	–	–	0.13%	83
2021 Q3	$676K	Hold	25,994	–	–	0.14%	78
2021 Q2	$679K	Hold	25,994	–	–	0.14%	77
2021 Q1	$680K	Hold	25,994	–	–	0.16%	73
2020 Q4	$681K	Hold	25,994	–	–	0.18%	70
2020 Q3	$683K	Hold	25,994	–	–	0.19%	72
2020 Q2	$682K	Hold	25,994	–	–	0.19%	74
2020 Q1	$667K	Hold	25,994	–	–	0.22%	60
2019 Q4	$671K	Hold	25,994	–	–	0.15%	81
2019 Q3	$670K	Hold	25,994	–	–	0.15%	80
2019 Q2	$669K	Hold	25,994	–	–	0.15%	81
2019 Q1	$662K	Hold	25,994	–	–	0.16%	79
2018 Q4	$653K	Hold	25,994	–	–	0.18%	65
2018 Q3	$646K	Hold	25,994	–	–	0.16%	77
2018 Q2	$649K	Buy	+25,994	New	+$646K	0.15%	76

Other funds holding IBML

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

LIM

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

Lee Financial's IBML Position: Q3 2023 in Review

Lee Financial sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2023, closing a stake of 800 shares — an estimated $20.4K sold.

Lee Financial first reported a position in IBML in Q2 2018 and held it in 21 quarters. The position peaked at $2.24M in Q3 2022. 162 funds tracked by Wall St. Rank hold IBML as of Q3 2023.

Lee Financial reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
Lee Financial sold 800 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2023, an estimated $20.4K.
Lee Financial first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2018 and held it in 21 quarters.
Lee Financial's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.24M in Q3 2022.
162 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.