Shufro Rose & Co’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Shufro Rose & Co’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
2024 Q1	–	Sell	-7,895	Closed	-$202K	–	341
2023 Q4	$202K	Hold	7,895	–	–	0.02%	272
2023 Q3	$202K	Hold	7,895	–	–	0.02%	270
2023 Q2	$201K	Hold	7,895	–	–	0.02%	275
2023 Q1	$201K	Hold	7,895	–	–	0.02%	278
2022 Q4	$200K	Buy	+7,895	New	+$200K	0.02%	290

Shufro Rose & Co's IBML Position: Q1 2024 in Review

Shufro Rose & Co sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2024, closing a stake of 7,895 shares — an estimated $202K sold.

Shufro Rose & Co first reported a position in IBML in Q4 2022 and held it in 5 quarters. The position peaked at $202K in Q4 2023. 0 funds tracked by Wall St. Rank hold IBML as of Q1 2024.

Shufro Rose & Co reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2024 after selling out during the quarter.
Shufro Rose & Co sold 7,895 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2024, an estimated $202K.
Shufro Rose & Co first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 5 quarters.
Shufro Rose & Co's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $202K in Q4 2023.
0 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2024.

Based on Shufro Rose & Co's 13F filing for Q1 2024, filed 8 May 2024.