NC
IBML

NovaPoint Capital’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

NovaPoint Capital’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
-10,236
Closed -$261K – 147
2023
Q3 		$261K Hold
10,236
– – 0.1% 107
2023
Q2 		$261K Sell
10,236
-1,162
-10% -$29.5K 0.1% 111
2023
Q1 		$290K Hold
11,398
– – 0.12% 102
2022
Q4 		$289K Hold
11,398
– – 0.13% 104
2022
Q3 		$288K Buy
11,398
+96
+0.8% +$2.44K 0.13% 104
2022
Q2 		$288K Buy
+11,302
New +$287K 0.13% 103

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

NovaPoint Capital's IBML Position: Q4 2023 in Review

NovaPoint Capital sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 10,236 shares — an estimated $261K sold.

NovaPoint Capital first reported a position in IBML in Q2 2022 and held it in 6 quarters. The position peaked at $290K in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • NovaPoint Capital reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • NovaPoint Capital sold 10,236 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $261K.
  • NovaPoint Capital first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 6 quarters.
  • NovaPoint Capital's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $290K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on NovaPoint Capital's 13F filing for Q4 2023, filed 16 Jan 2024.