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

OneDigital Investment 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
2021 Q4	–	Sell	-8,320	Closed	-$216K	–	836
2021 Q3	$216K	Hold	8,320	–	–	0.01%	668
2021 Q2	$217K	Hold	8,320	–	–	0.01%	655
2021 Q1	$218K	Hold	8,320	–	–	0.01%	596
2020 Q4	$218K	Hold	8,320	–	–	0.01%	576
2020 Q3	$218K	Buy	+8,320	New	+$219K	0.02%	530
2018 Q4	–	Sell	-6,038	Closed	-$150K	–	1297
2018 Q3	$150K	Hold	6,038	–	–	0.04%	220
2018 Q2	$150K	Buy	+6,038	New	+$150K	0.03%	270

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

WSTAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's IBML Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2021, closing a stake of 8,320 shares — an estimated $216K sold.

OneDigital Investment Advisors first reported a position in IBML in Q2 2018 and held it in 7 quarters. The position peaked at $218K in Q1 2021. 125 funds tracked by Wall St. Rank hold IBML as of Q4 2021.

OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
OneDigital Investment Advisors sold 8,320 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2021, an estimated $216K.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2018 and held it in 7 quarters.
OneDigital Investment Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $218K in Q1 2021.
125 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.