Sheets Smith Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Sheets Smith Wealth 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
2023 Q4	–	Sell	-1,000	Closed	-$25.5K	–	524
2023 Q3	$25.5K	Buy	+1,000	New	+$25.5K	﹤0.01%	423
2019 Q2	–	Sell	-8,000	Closed	-$204K	–	336
2019 Q1	$204K	Hold	8,000	–	–	0.04%	304
2018 Q4	$201K	Buy	+8,000	New	+$198K	0.05%	263
2018 Q2	–	Sell	-9,000	Closed	-$224K	–	339
2018 Q1	$224K	Hold	9,000	–	–	0.05%	286
2017 Q4	$227K	Buy	+9,000	New	+$228K	0.05%	299

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

Sheets Smith Wealth Management's IBML Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 1,000 shares — an estimated $25.5K sold.

Sheets Smith Wealth Management first reported a position in IBML in Q4 2017 and held it in 5 quarters. The position peaked at $227K in Q4 2017. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Sheets Smith Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,000 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $25.5K.
Sheets Smith Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2017 and held it in 5 quarters.
Sheets Smith Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $227K in Q4 2017.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.