LB
IBML

Leo Brokerage’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Leo Brokerage’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
Q2 		$909K Buy
35,655
+21
+0.1% +$534 0.1% 133
2023
Q1 		$906K Buy
+35,634
New +$905K 0.14% 126

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Leo Brokerage's IBML Position: Q2 2023 in Review

Leo Brokerage increased its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 0.06% in Q2 2023, buying an estimated $534 and bringing the position to 35,655 shares worth $909K. The position accounts for 0.1% of the portfolio, ranked #133.

Leo Brokerage first reported a position in IBML in Q1 2023 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold IBML as of Q2 2023.

  • Leo Brokerage held 35,655 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $909K as of Q2 2023.
  • Leo Brokerage bought 21 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2023, an estimated $534.
  • iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.1% of Leo Brokerage's portfolio in Q2 2023, its #133 holding.
  • Leo Brokerage first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.