PA
IBML

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

Parallel 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
-6,500
Closed -$166K – 3514
2023
Q3 		$166K Hold
6,500
– – 0.01% 862
2023
Q2 		$166K Hold
6,500
– – 0.01% 864
2023
Q1 		$165K Buy
6,500
+5,500
+550% +$140K 0.01% 848
2022
Q4 		$25.4K Buy
+1,000
New +$25.3K ﹤0.01% 1599
2021
Q4 		– Sell
-1,000
Closed -$26K – 3366
2021
Q3 		$26K Buy
+1,000
New +$26.1K ﹤0.01% 1609

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

Parallel Advisors's IBML Position: Q4 2023 in Review

Parallel Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 6,500 shares — an estimated $166K sold.

Parallel Advisors first reported a position in IBML in Q3 2021 and held it in 5 quarters. The position peaked at $166K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Parallel Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Parallel Advisors sold 6,500 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $166K.
  • Parallel Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2021 and held it in 5 quarters.
  • Parallel Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $166K 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 Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.