PMFA
IBML

Plante Moran Financial Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Plante Moran Financial 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
2021
Q3 		– Sell
-555
Closed -$14.5K – 1037
2021
Q2 		$14K Buy
+555
New +$14.5K ﹤0.01% 635

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Plante Moran Financial Advisors's IBML Position: Q3 2021 in Review

Plante Moran Financial Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2021, closing a stake of 555 shares — an estimated $14.5K sold.

Plante Moran Financial Advisors first reported a position in IBML in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 128 funds tracked by Wall St. Rank hold IBML as of Q3 2021.

  • Plante Moran Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 555 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2021, an estimated $14.5K.
  • Plante Moran Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $14K in Q2 2021.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.