SC
IBML

Stephens Consulting’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Stephens Consulting’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
-313
Closed -$7.99K – 511
2023
Q3 		$7.99K Hold
313
– – ﹤0.01% 331
2023
Q2 		$7.98K Hold
313
– – ﹤0.01% 334
2023
Q1 		$7.96K Hold
313
– – ﹤0.01% 351
2022
Q4 		$7.93K Hold
313
– – 0.01% 322
2022
Q3 		$7.9K Hold
313
– – 0.01% 362
2022
Q2 		$7.98K Hold
313
– – 0.01% 358
2022
Q1 		$7.97K Buy
+313
New +$8.04K 0.01% 382

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Stephens Consulting's IBML Position: Q4 2023 in Review

Stephens Consulting sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 313 shares — an estimated $7.99K sold.

Stephens Consulting first reported a position in IBML in Q1 2022 and held it in 7 quarters. The position peaked at $7.99K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Stephens Consulting reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Stephens Consulting sold 313 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $7.99K.
  • Stephens Consulting first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2022 and held it in 7 quarters.
  • Stephens Consulting's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $7.99K 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 Stephens Consulting's 13F filing for Q4 2023, filed 1 Feb 2024.