MC
IBML

Moors & Cabot’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Moors & Cabot’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
2022
Q4 		– Sell
-12,532
Closed -$316K – 895
2022
Q3 		$316K Buy
+12,532
New +$318K 0.02% 542

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moors & Cabot's IBML Position: Q4 2022 in Review

Moors & Cabot sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2022, closing a stake of 12,532 shares — an estimated $316K sold.

Moors & Cabot first reported a position in IBML in Q3 2022 and held it in 1 quarter. The position peaked at $316K in Q3 2022. 171 funds tracked by Wall St. Rank hold IBML as of Q4 2022.

  • Moors & Cabot reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Moors & Cabot sold 12,532 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2022, an estimated $316K.
  • Moors & Cabot first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 1 quarter.
  • Moors & Cabot's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $316K in Q3 2022.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2022.

Based on Moors & Cabot's 13F filing for Q4 2022, filed 7 Feb 2023.