Level Four Advisory Services’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-11,900
Closed -$297K 630
2018
Q2
$297K Hold
11,900
0.02% 484
2018
Q1
$296K Buy
11,900
+3,000
+34% +$75K 0.02% 449
2017
Q4
$224K Buy
+8,900
New +$226K 0.02% 496

Other funds holding IBML

Level Four Advisory Services's IBML Position: Q3 2018 in Review

Level Four Advisory Services sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2018, closing a stake of 11,900 shares — an estimated $297K sold.

Level Four Advisory Services first reported a position in IBML in Q4 2017 and held it in 3 quarters. The position peaked at $297K in Q2 2018. 57 funds tracked by Wall St. Rank hold IBML as of Q3 2018.

  • Level Four Advisory Services reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Level Four Advisory Services sold 11,900 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2018, an estimated $297K.
  • Level Four Advisory Services first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2017 and held it in 3 quarters.
  • Level Four Advisory Services's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $297K in Q2 2018.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2018.

Based on Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.