OA
IBML

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

Operose 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
-12,228
Closed -$312K – 755
2023
Q3 		$312K Buy
+12,228
New +$312K 0.12% 85

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Operose Advisors's IBML Position: Q4 2023 in Review

Operose Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 12,228 shares — an estimated $312K sold.

Operose Advisors first reported a position in IBML in Q3 2023 and held it in 1 quarter. The position peaked at $312K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Operose Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 12,228 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $312K.
  • Operose Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $312K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.