RWM
IBML

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

Revisor 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
Q3 		– Sell
-9,170
Closed -$234K – 179
2023
Q2 		$234K Buy
9,170
+170
+2% +$4.32K 0.21% 145
2023
Q1 		$229K Buy
+9,000
New +$228K 0.21% 141

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Revisor Wealth Management's IBML Position: Q3 2023 in Review

Revisor Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2023, closing a stake of 9,170 shares — an estimated $234K sold.

Revisor Wealth Management first reported a position in IBML in Q1 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 162 funds tracked by Wall St. Rank hold IBML as of Q3 2023.

  • Revisor Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Revisor Wealth Management sold 9,170 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2023, an estimated $234K.
  • Revisor Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2023 and held it in 2 quarters.
  • Revisor Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $234K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2023.

Based on Revisor Wealth Management's 13F filing for Q3 2023, filed 16 Nov 2023.