PCH
IBML

PGIM Custom Harvest’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

PGIM Custom Harvest’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
Q1 		– Sell
-12,614
Closed -$330K – 214
2020
Q4 		$330K Buy
+12,614
New +$330K 0.11% 101

Other funds holding IBML

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PGIM Custom Harvest's IBML Position: Q1 2021 in Review

PGIM Custom Harvest sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2021, closing a stake of 12,614 shares — an estimated $330K sold.

PGIM Custom Harvest first reported a position in IBML in Q4 2020 and held it in 1 quarter. The position peaked at $330K in Q4 2020. 119 funds tracked by Wall St. Rank hold IBML as of Q1 2021.

  • PGIM Custom Harvest reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • PGIM Custom Harvest sold 12,614 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2021, an estimated $330K.
  • PGIM Custom Harvest first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 1 quarter.
  • PGIM Custom Harvest's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $330K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2021.

Based on PGIM Custom Harvest's 13F filing for Q1 2021, filed 17 May 2021.