MB, Levis & Associates’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

MB, Levis & Associates’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19,161	Closed	-$468K	–	283
2023 Q3	$468K	Buy	19,161 +94	+0.5%	+$2.35K	0.3%	42
2023 Q2	$480K	Sell	19,067 -365	-2%	-$9.23K	0.31%	41
2023 Q1	$497K	Buy	19,432 +4,434	+30%	+$113K	0.35%	40
2022 Q4	$376K	Buy	+14,998	New	+$370K	0.29%	40

Other funds holding IBMQ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MB, Levis & Associates's IBMQ Position: Q4 2023 in Review

MB, Levis & Associates sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2023, closing a stake of 19,161 shares — an estimated $468K sold.

MB, Levis & Associates first reported a position in IBMQ in Q4 2022 and held it in 4 quarters. The position peaked at $497K in Q1 2023. 101 funds tracked by Wall St. Rank hold IBMQ as of Q4 2023.

MB, Levis & Associates reported no remaining iShares iBonds Dec 2028 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
MB, Levis & Associates sold 19,161 iShares iBonds Dec 2028 Term Muni Bond ETF shares in Q4 2023, an estimated $468K.
MB, Levis & Associates first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
MB, Levis & Associates's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $497K in Q1 2023.
101 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2023.

Based on MB, Levis & Associates's 13F filing for Q4 2023, filed 7 May 2025.