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

Signature Wealth Management Group’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 Q2	$884K	Buy	34,683 +3,216	+10%	+$81.8K	0.41%	71
2023 Q1	$800K	Buy	31,467 +1,743	+6%	+$44.2K	0.38%	70
2022 Q4	$754K	Buy	29,724 +5,947	+25%	+$151K	0.37%	70
2022 Q3	$600K	Buy	23,777 +11,785	+98%	+$299K	0.3%	69
2022 Q2	$306K	Buy	+11,992	New	+$305K	0.15%	78

Other funds holding IBML

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Signature Wealth Management Group's IBML Position: Q2 2023 in Review

Signature Wealth Management Group increased its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 10% in Q2 2023, buying an estimated $81.8K and bringing the position to 34,683 shares worth $884K. The position accounts for 0.41% of the portfolio, ranked #71.

Signature Wealth Management Group first reported a position in IBML in Q2 2022 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold IBML as of Q2 2023.

Signature Wealth Management Group held 34,683 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $884K as of Q2 2023.
Signature Wealth Management Group bought 3,216 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2023, an estimated $81.8K.
iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.41% of Signature Wealth Management Group's portfolio in Q2 2023, its #71 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2023.

Based on Signature Wealth Management Group's 13F filing for Q2 2023, filed 10 Jul 2023.