MML Investors Services
IBML

MML Investors Services’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

MML Investors 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
-11,433
Closed -$292K – 2532
2023
Q3 		$292K Sell
11,433
-1,194
-9% -$30.4K ﹤0.01% 1940
2023
Q2 		$322K Buy
12,627
+844
+7% +$21.5K ﹤0.01% 1903
2023
Q1 		$300K Sell
11,783
-13,542
-53% -$344K ﹤0.01% 1677
2022
Q4 		$642K Buy
25,325
+6,703
+36% +$170K ﹤0.01% 1369
2022
Q3 		$470K Sell
18,622
-4,552
-20% -$116K ﹤0.01% 1457
2022
Q2 		$591K Buy
23,174
+2,823
+14% +$71.8K ﹤0.01% 1324
2022
Q1 		$518K Buy
20,351
+2,098
+11% +$53.9K ﹤0.01% 1427
2021
Q4 		$473K Sell
18,253
-457
-2% -$11.9K ﹤0.01% 1446
2021
Q3 		$486K Sell
18,710
-4,794
-20% -$125K ﹤0.01% 1372
2021
Q2 		$614K Buy
23,504
+803
+4% +$21K 0.01% 1224
2021
Q1 		$594K Buy
22,701
+52
+0.2% +$1.36K 0.01% 1179
2020
Q4 		$593K Buy
+22,649
New +$593K 0.01% 1073

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

MML Investors Services's IBML Position: Q4 2023 in Review

MML Investors Services sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 11,433 shares — an estimated $292K sold.

MML Investors Services first reported a position in IBML in Q4 2020 and held it in 12 quarters. The position peaked at $642K in Q4 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • MML Investors Services reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • MML Investors Services sold 11,433 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $292K.
  • MML Investors Services first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 12 quarters.
  • MML Investors Services's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $642K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on MML Investors Services's 13F filing for Q4 2023, filed 14 Feb 2024.