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Sheets Smith Wealth Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Sheets Smith Wealth Management’s Portfolio IBMQ Stock Details IBMQ 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 -$24.4K – 404
2023
Q3 		$24.4K Buy
+1,000
New +$24.9K ﹤0.01% 427

Other funds holding IBMQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) in Q4 2023, closing a stake of 1,000 shares — an estimated $24.4K sold.

Sheets Smith Wealth Management first reported a position in IBMQ in Q3 2023 and held it in 1 quarter. The position peaked at $24.4K in Q3 2023. 101 funds tracked by Wall St. Rank hold IBMQ as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining iShares iBonds Dec 2028 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 2028 Term Muni Bond ETF shares in Q4 2023, an estimated $24.4K.
  • Sheets Smith Wealth Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $24.4K in Q3 2023.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q4 2023.

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