RIM
IBML

Rockbridge Investment Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Rockbridge Investment 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
2022
Q2 		– Sell
-971
Closed -$24.7K – 818
2022
Q1 		$24.7K Hold
971
– – ﹤0.01% 390
2021
Q4 		$25K Hold
971
– – ﹤0.01% 456
2021
Q3 		$25K Hold
971
– – ﹤0.01% 421
2021
Q2 		$25K Hold
971
– – ﹤0.01% 418
2021
Q1 		$25K Hold
971
– – ﹤0.01% 391
2020
Q4 		$25K Hold
971
– – 0.01% 386
2020
Q3 		$26K Hold
971
– – 0.01% 345
2020
Q2 		$25K Buy
+971
New +$25.2K 0.01% 314

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

Rockbridge Investment Management's IBML Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2022, closing a stake of 971 shares — an estimated $24.7K sold.

Rockbridge Investment Management first reported a position in IBML in Q2 2020 and held it in 8 quarters. The position peaked at $26K in Q3 2020. 140 funds tracked by Wall St. Rank hold IBML as of Q2 2022.

  • Rockbridge Investment Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 971 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2022, an estimated $24.7K.
  • Rockbridge Investment Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $26K in Q3 2020.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.