MA
IBML

MCF Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

MCF Advisors’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
-4,115
Closed -$105K – 1000
2023
Q3 		$105K Buy
4,115
+21
+0.5% +$535 0.01% 280
2023
Q2 		$104K Buy
4,094
+17
+0.4% +$432 0.01% 281
2023
Q1 		$104K Buy
4,077
+11
+0.3% +$279 0.01% 278
2022
Q4 		$103K Buy
4,066
+17
+0.4% +$430 0.01% 266
2022
Q3 		$102K Buy
4,049
+12
+0.3% +$305 0.01% 260
2022
Q2 		$103K Sell
4,037
-348
-8% -$8.85K 0.01% 243
2022
Q1 		$112K Buy
+4,385
New +$113K 0.01% 246
2021
Q4 		– Sell
-4,362
Closed -$113K – 738
2021
Q3 		$113K Buy
4,362
+12
+0.3% +$313 0.01% 233
2021
Q2 		$114K Buy
4,350
+12
+0.3% +$314 0.01% 221
2021
Q1 		$114K Buy
4,338
+9
+0.2% +$236 0.01% 206
2020
Q4 		$113K Buy
4,329
+18
+0.4% +$472 0.01% 180
2020
Q3 		$113K Buy
4,311
+6
+0.1% +$158 0.01% 185
2020
Q2 		$113K Buy
4,305
+1
+0% +$26 0.02% 174
2020
Q1 		$110K Buy
4,304
+1
+0% +$26 0.02% 177
2019
Q4 		$111K Sell
4,303
-20,005
-82% -$516K 0.02% 186
2019
Q3 		$626K Buy
24,308
+83
+0.3% +$2.15K 0.1% 74
2019
Q2 		$623K Buy
24,225
+89
+0.4% +$2.27K 0.1% 71
2019
Q1 		$615K Buy
24,136
+61
+0.3% +$1.54K 0.11% 70
2018
Q4 		$605K Buy
24,075
+115
+0.5% +$2.85K 0.12% 65
2018
Q3 		$595K Buy
23,960
+2,080
+10% +$52K 0.1% 65
2018
Q2 		$546K Buy
+21,880
New +$544K 0.11% 66

Other funds holding IBML

IA
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

MCF Advisors's IBML Position: Q4 2023 in Review

MCF Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 4,115 shares — an estimated $105K sold.

MCF Advisors first reported a position in IBML in Q2 2018 and held it in 21 quarters. The position peaked at $626K in Q3 2019. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • MCF Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MCF Advisors sold 4,115 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $105K.
  • MCF Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2018 and held it in 21 quarters.
  • MCF Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $626K in Q3 2019.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on MCF Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.