PWM
IBML

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

Praetorian 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
-125,631
Closed -$3.21M – 62
2023
Q3 		$3.21M Sell
125,631
-21,257
-14% -$542K 1.02% 29
2023
Q2 		$3.74M Sell
146,888
-40,390
-22% -$1.03M 1.16% 27
2023
Q1 		$4.76M Sell
187,278
-7,172
-4% -$182K 1.55% 19
2022
Q4 		$4.93M Sell
194,450
-5,316
-3% -$135K 1.78% 16
2022
Q3 		$5.04M Sell
199,766
-10,077
-5% -$256K 1.89% 16
2022
Q2 		$5.35M Buy
209,843
+6,527
+3% +$166K 1.96% 14
2022
Q1 		$5.18M Buy
203,316
+21,561
+12% +$554K 1.76% 15
2021
Q4 		$4.71M Buy
181,755
+4,651
+3% +$121K 1.53% 18
2021
Q3 		$4.61M Buy
177,104
+7,869
+5% +$205K 1.56% 20
2021
Q2 		$4.42M Buy
169,235
+24,458
+17% +$639K 1.48% 20
2021
Q1 		$3.79M Buy
144,777
+10,181
+8% +$267K 1.34% 18
2020
Q4 		$3.52M Buy
134,596
+8,048
+6% +$211K 1.35% 18
2020
Q3 		$3.33M Buy
126,548
+7,446
+6% +$196K 1.47% 17
2020
Q2 		$3.13M Buy
+119,102
New +$3.09M 1.53% 17

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Praetorian Wealth Management's IBML Position: Q4 2023 in Review

Praetorian Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 125,631 shares — an estimated $3.21M sold.

Praetorian Wealth Management first reported a position in IBML in Q2 2020 and held it in 14 quarters. The position peaked at $5.35M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Praetorian Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Praetorian Wealth Management sold 125,631 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $3.21M.
  • Praetorian Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2020 and held it in 14 quarters.
  • Praetorian Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $5.35M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Praetorian Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.