Savant Capital’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Savant Capital’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	-45,624	Closed	-$1.16M	–	879
2023 Q3	$1.16M	Buy	45,624 +48	+0.1%	+$1.22K	0.02%	357
2023 Q2	$1.16M	Buy	45,576 +36	+0.1%	+$915	0.02%	349
2023 Q1	$1.16M	Buy	45,540 +28,705	+171%	+$729K	0.02%	303
2022 Q4	$427	Buy	+16,835	New	+$426K	﹤0.01%	598

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

Savant Capital's IBML Position: Q4 2023 in Review

Savant Capital sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 45,624 shares — an estimated $1.16M sold.

Savant Capital first reported a position in IBML in Q4 2022 and held it in 4 quarters. The position peaked at $1.16M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Savant Capital reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Savant Capital sold 45,624 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.16M.
Savant Capital first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 4 quarters.
Savant Capital's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.16M in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Savant Capital's 13F filing for Q4 2023, filed 5 Feb 2024.