PGAM
IBML

Princeton Global Asset Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Princeton Global Asset 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
-18,321
Closed -$468K – 684
2023
Q3 		$468K Hold
18,321
– – 0.13% 109
2023
Q2 		$467K Buy
18,321
+1,960
+12% +$49.8K 0.14% 106
2023
Q1 		$416K Buy
16,361
+2,400
+17% +$60.9K 0.12% 115
2022
Q4 		$354K Sell
13,961
-4,792
-26% -$121K 0.11% 120
2022
Q3 		$473K Buy
18,753
+787
+4% +$20K 0.16% 105
2022
Q2 		$458K Buy
17,966
+5,112
+40% +$130K 0.15% 109
2022
Q1 		$327K Buy
12,854
+1,950
+18% +$50.1K 0.09% 134
2021
Q4 		$283K Buy
10,904
+385
+4% +$10K 0.08% 155
2021
Q3 		$273K Hold
10,519
– – 0.08% 157
2021
Q2 		$275K Hold
10,519
– – 0.08% 153
2021
Q1 		$275K Buy
10,519
+1,906
+22% +$49.9K 0.09% 156
2020
Q4 		$226K Buy
8,613
+4,765
+124% +$125K 0.08% 154
2020
Q3 		$101K Hold
3,848
– – 0.04% 181
2020
Q2 		$100K Hold
3,848
– – 0.03% 211
2020
Q1 		$99K Buy
+3,848
New +$99.3K 0.04% 189

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Princeton Global Asset Management's IBML Position: Q4 2023 in Review

Princeton Global Asset Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 18,321 shares — an estimated $468K sold.

Princeton Global Asset Management first reported a position in IBML in Q1 2020 and held it in 15 quarters. The position peaked at $473K in Q3 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Princeton Global Asset Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Princeton Global Asset Management sold 18,321 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $468K.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2020 and held it in 15 quarters.
  • Princeton Global Asset Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $473K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Princeton Global Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.