SAG
IBML

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

SageView 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
Q1 		– Sell
-8,050
Closed -$204K – 494
2022
Q4 		$204K Buy
+8,050
New +$204K 0.02% 396

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

SageView Advisory Group's IBML Position: Q1 2023 in Review

SageView Advisory Group sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2023, closing a stake of 8,050 shares — an estimated $204K sold.

SageView Advisory Group first reported a position in IBML in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 170 funds tracked by Wall St. Rank hold IBML as of Q1 2023.

  • SageView Advisory Group reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • SageView Advisory Group sold 8,050 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2023, an estimated $204K.
  • SageView Advisory Group first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • SageView Advisory Group's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $204K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2023.

Based on SageView Advisory Group's 13F filing for Q1 2023, filed 2 May 2023.