SIM
IBML

Sonora Investment Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Sonora Investment 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
2021
Q1 		– Sell
-375
Closed -$10K – 1818
2020
Q4 		$10K Hold
375
– – ﹤0.01% 1240
2020
Q3 		$10K Buy
+375
New +$9.86K ﹤0.01% 1222

Other funds holding IBML

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sonora Investment Management's IBML Position: Q1 2021 in Review

Sonora Investment Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2021, closing a stake of 375 shares — an estimated $10K sold.

Sonora Investment Management first reported a position in IBML in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 119 funds tracked by Wall St. Rank hold IBML as of Q1 2021.

  • Sonora Investment Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Sonora Investment Management sold 375 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2021, an estimated $10K.
  • Sonora Investment Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2020 and held it in 2 quarters.
  • Sonora Investment Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $10K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2021.

Based on Sonora Investment Management's 13F filing for Q1 2021, filed 28 Apr 2021.