OP
IBML

ORG Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

ORG Partners’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
-3,900
Closed -$99.5K – 1391
2023
Q3 		$99.5K Hold
3,900
– – 0.03% 405
2023
Q2 		$99.3K Buy
+3,900
New +$99.2K 0.02% 519

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

ORG Partners's IBML Position: Q4 2023 in Review

ORG Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 3,900 shares — an estimated $99.5K sold.

ORG Partners first reported a position in IBML in Q2 2023 and held it in 2 quarters. The position peaked at $99.5K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • ORG Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • ORG Partners sold 3,900 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $99.5K.
  • ORG Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2023 and held it in 2 quarters.
  • ORG Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $99.5K 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 ORG Partners's 13F filing for Q4 2023, filed 29 Jan 2024.