PFG Private Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

PFG Private Wealth Management’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	-37,297	Closed	-$952K	–	314
2023 Q3	$952K	Buy	37,297 +1,803	+5%	+$45.9K	0.71%	20
2023 Q2	$905K	Sell	35,494 -8,503	-19%	-$216K	0.53%	21
2023 Q1	$1.12M	Buy	+43,997	New	+$1.12M	0.71%	20

Other funds holding IBML

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

PFG Private Wealth Management's IBML Position: Q4 2023 in Review

PFG Private Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 37,297 shares — an estimated $952K sold.

PFG Private Wealth Management first reported a position in IBML in Q1 2023 and held it in 3 quarters. The position peaked at $1.12M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

PFG Private Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 37,297 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $952K.
PFG Private Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and held it in 3 quarters.
PFG Private Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.12M 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 PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.