SPIA
IBML

Steward Partners Investment Advisory’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-1,987
Closed -$50.5K – 3404
2023
Q1 		$50.5K Hold
1,987
– – ﹤0.01% 1861
2022
Q4 		$50.4K Hold
1,987
– – ﹤0.01% 1836
2022
Q3 		$50K Hold
1,987
– – ﹤0.01% 1793
2022
Q2 		$51K Hold
1,987
– – ﹤0.01% 1804
2022
Q1 		$51K Hold
1,987
– – ﹤0.01% 1909
2021
Q4 		$51K Hold
1,987
– – ﹤0.01% 1900
2021
Q3 		$52K Sell
1,987
-655
-25% -$17.1K ﹤0.01% 1882
2021
Q2 		$69K Hold
2,642
– – ﹤0.01% 2754
2021
Q1 		$69.1K Hold
2,642
– – ﹤0.01% 1819
2020
Q4 		$69K Hold
2,642
– – ﹤0.01% 1522
2020
Q3 		$69K Hold
2,642
– – ﹤0.01% 1362
2020
Q2 		$69K Hold
2,642
– – ﹤0.01% 1285
2020
Q1 		$67K Buy
2,642
+5
+0.2% +$129 ﹤0.01% 1160
2019
Q4 		$68K Hold
2,637
– – ﹤0.01% 1276
2019
Q3 		$67K Hold
2,637
– – ﹤0.01% 1235
2019
Q2 		$67K Buy
+2,637
New +$67.3K ﹤0.01% 1223

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's IBML Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2023, closing a stake of 1,987 shares — an estimated $50.5K sold.

Steward Partners Investment Advisory first reported a position in IBML in Q2 2019 and held it in 16 quarters. The position peaked at $69.1K in Q1 2021. 166 funds tracked by Wall St. Rank hold IBML as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,987 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2023, an estimated $50.5K.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2019 and held it in 16 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $69.1K in Q1 2021.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.