PWA
IBML

Provenance Wealth Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Provenance Wealth 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
2023
Q4 		– Sell
-5,601
Closed -$143K – 621
2023
Q3 		$143K Buy
+5,601
New +$143K 0.02% 133

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Provenance Wealth Advisors's IBML Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 5,601 shares — an estimated $143K sold.

Provenance Wealth Advisors first reported a position in IBML in Q3 2023 and held it in 1 quarter. The position peaked at $143K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Provenance Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Provenance Wealth Advisors sold 5,601 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $143K.
  • Provenance Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $143K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.