Source Financial Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Source Financial Advisors’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	-82,380	Closed	-$2.1M	–	126
2023 Q3	$2.1M	Hold	82,380	–	–	0.71%	32
2023 Q2	$2.1M	Buy	+82,380	New	+$2.09M	0.69%	28

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

Source Financial Advisors's IBML Position: Q4 2023 in Review

Source Financial Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 82,380 shares — an estimated $2.1M sold.

Source Financial Advisors first reported a position in IBML in Q2 2023 and held it in 2 quarters. The position peaked at $2.1M in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Source Financial Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Source Financial Advisors sold 82,380 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $2.1M.
Source Financial Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2023 and held it in 2 quarters.
Source Financial Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.1M in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Source Financial Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.