SWP
IBML

Summit Wealth Partners’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Summit Wealth Partners’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
Q1 		– Sell
-20,642
Closed -$523K – 194
2022
Q4 		$523K Buy
+20,642
New +$522K 0.14% 104

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Summit Wealth Partners's IBML Position: Q1 2023 in Review

Summit Wealth Partners sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q1 2023, closing a stake of 20,642 shares — an estimated $523K sold.

Summit Wealth Partners first reported a position in IBML in Q4 2022 and held it in 1 quarter. The position peaked at $523K in Q4 2022. 170 funds tracked by Wall St. Rank hold IBML as of Q1 2023.

  • Summit Wealth Partners reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth Partners sold 20,642 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q1 2023, an estimated $523K.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 1 quarter.
  • Summit Wealth Partners's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $523K in Q4 2022.
  • 170 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q1 2023.

Based on Summit Wealth Partners's 13F filing for Q1 2023, filed 11 Sep 2024.