Royal Harbor Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Royal Harbor Partners’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	-37,725	Closed	-$963K	–	55
2023 Q3	$963K	Sell	37,725 -8,040	-18%	-$205K	0.5%	28
2023 Q2	$1.17M	Buy	45,765 +7,673	+20%	+$195K	0.57%	35
2023 Q1	$969K	Buy	38,092 +3,257	+9%	+$82.7K	0.52%	41
2022 Q4	$883K	Buy	34,835 +16,144	+86%	+$409K	0.55%	43
2022 Q3	$472K	Buy	+18,691	New	+$475K	0.32%	58

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

Royal Harbor Partners's IBML Position: Q4 2023 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 37,725 shares — an estimated $963K sold.

Royal Harbor Partners first reported a position in IBML in Q3 2022 and held it in 5 quarters. The position peaked at $1.17M in Q2 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Royal Harbor Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Royal Harbor Partners sold 37,725 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $963K.
Royal Harbor Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 5 quarters.
Royal Harbor Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.17M 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 Royal Harbor Partners's 13F filing for Q4 2023, filed 8 Feb 2024.