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

Madden Advisory Services’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	-7,953	Closed	-$203K	–	94
2023 Q3	$203K	Sell	7,953 -3,482	-30%	-$88.7K	0.13%	81
2023 Q2	$291K	Buy	11,435 +22	+0.2%	+$559	0.19%	68
2023 Q1	$290K	Sell	11,413 -14	-0.1%	-$355	0.2%	68
2022 Q4	$290K	Sell	11,427 -95	-0.8%	-$2.4K	0.22%	67
2022 Q3	$291K	Buy	11,522 +16	+0.1%	+$407	0.23%	65
2022 Q2	$293K	Buy	+11,506	New	+$292K	0.22%	67

Other funds holding IBML

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

Madden Advisory Services's IBML Position: Q4 2023 in Review

Madden Advisory Services sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 7,953 shares — an estimated $203K sold.

Madden Advisory Services first reported a position in IBML in Q2 2022 and held it in 6 quarters. The position peaked at $293K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Madden Advisory Services reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Madden Advisory Services sold 7,953 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $203K.
Madden Advisory Services first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 6 quarters.
Madden Advisory Services's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $293K in Q2 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Madden Advisory Services's 13F filing for Q4 2023, filed 12 Feb 2024.