RWA
IBML

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

Redhawk 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
Q2 		– Sell
-21,279
Closed -$541K – 239
2023
Q1 		$541K Buy
+21,279
New +$540K 0.18% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Redhawk Wealth Advisors's IBML Position: Q2 2023 in Review

Redhawk Wealth Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2023, closing a stake of 21,279 shares — an estimated $541K sold.

Redhawk Wealth Advisors first reported a position in IBML in Q1 2023 and held it in 1 quarter. The position peaked at $541K in Q1 2023. 166 funds tracked by Wall St. Rank hold IBML as of Q2 2023.

  • Redhawk Wealth Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 21,279 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2023, an estimated $541K.
  • Redhawk Wealth Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and held it in 1 quarter.
  • Redhawk Wealth Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $541K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2023.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.