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

Reframe Wealth’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
2022 Q4	$727K	Buy	+28,681	New	+$726K	0.28%	29

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Reframe Wealth's IBML Position: Q4 2022 in Review

Reframe Wealth opened a new position in iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2022: 28,681 shares worth $727K. The stake represents 0.28% of the portfolio and ranks #29 among its holdings.

171 funds tracked by Wall St. Rank hold IBML as of Q4 2022.

Reframe Wealth held 28,681 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $727K as of Q4 2022.
iShares iBonds Dec 2023 Term Muni Bond ETF was a new Reframe Wealth position in Q4 2022.
iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.28% of Reframe Wealth's portfolio in Q4 2022, its #29 holding.
171 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.