RIA Advisory Group’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

RIA Advisory Group’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	-45,867	Closed	-$1.17M	–	206
2023 Q3	$1.17M	Sell	45,867 -2,042	-4%	-$52K	0.52%	22
2023 Q2	$1.22M	Buy	47,909 +1,068	+2%	+$27.2K	0.53%	26
2023 Q1	$1.19M	Buy	46,841 +4,139	+10%	+$105K	0.55%	30
2022 Q4	$1.04M	Buy	+42,702	New	+$1.08M	0.61%	21

Other funds holding IBML

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

RIA Advisory Group's IBML Position: Q4 2023 in Review

RIA Advisory Group sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 45,867 shares — an estimated $1.17M sold.

RIA Advisory Group first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $1.22M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

RIA Advisory Group reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
RIA Advisory Group sold 45,867 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.17M.
RIA Advisory Group first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
RIA Advisory Group's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.22M in Q2 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on RIA Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.