SPA
IBML

Sentinel Pension Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Sentinel Pension Advisors’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
-73,066
Closed -$1.87M – 106
2023
Q3 		$1.87M Sell
73,066
-49,023
-40% -$1.25M 0.45% 37
2023
Q2 		$3.11M Sell
122,089
-3,433
-3% -$87.3K 0.75% 23
2023
Q1 		$3.19M Buy
125,522
+1,740
+1% +$44.2K 0.81% 23
2022
Q4 		$3.14M Buy
123,782
+6,883
+6% +$174K 0.98% 21
2022
Q3 		$2.95M Buy
116,899
+1,513
+1% +$38.4K 1.03% 20
2022
Q2 		$2.94M Buy
115,386
+10,337
+10% +$263K 0.99% 20
2022
Q1 		$2.68M Buy
105,049
+3,191
+3% +$82K 0.91% 25
2021
Q4 		$2.64M Buy
101,858
+460
+0.5% +$11.9K 0.83% 23
2021
Q3 		$2.64M Buy
101,398
+3,086
+3% +$80.5K 0.9% 21
2021
Q2 		$2.57M Buy
98,312
+10,420
+12% +$272K 0.9% 24
2021
Q1 		$2.31M Sell
87,892
-3,417
-4% -$89.4K 0.85% 23
2020
Q4 		$2.39M Buy
91,309
+74
+0.1% +$1.94K 0.87% 25
2020
Q3 		$2.4M Buy
91,235
+14,525
+19% +$382K 0.93% 25
2020
Q2 		$2.01M Buy
76,710
+3,118
+4% +$81K 0.84% 25
2020
Q1 		$1.89M Buy
73,592
+3,091
+4% +$79.8K 0.92% 24
2019
Q4 		$1.82M Buy
+70,501
New +$1.82M 1.18% 14

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Sentinel Pension Advisors's IBML Position: Q4 2023 in Review

Sentinel Pension Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 73,066 shares — an estimated $1.87M sold.

Sentinel Pension Advisors first reported a position in IBML in Q4 2019 and held it in 16 quarters. The position peaked at $3.19M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Sentinel Pension Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sentinel Pension Advisors sold 73,066 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $1.87M.
  • Sentinel Pension Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2019 and held it in 16 quarters.
  • Sentinel Pension Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $3.19M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Sentinel Pension Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.