Thrivent Financial for Lutherans
IBML

Thrivent Financial for Lutherans’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Thrivent Financial for Lutherans’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
Q3 		– Sell
-32,074
Closed -$817K – 2522
2023
Q2 		$817K Sell
32,074
-341
-1% -$8.67K ﹤0.01% 1932
2023
Q1 		$824K Sell
32,415
-95,450
-75% -$2.42M ﹤0.01% 1893
2022
Q4 		$3.24M Buy
127,865
+84,360
+194% +$2.14M 0.01% 967
2022
Q3 		$1.1M Buy
+43,505
New +$1.11M ﹤0.01% 1632

Other funds holding IBML

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Thrivent Financial for Lutherans's IBML Position: Q3 2023 in Review

Thrivent Financial for Lutherans sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2023, closing a stake of 32,074 shares — an estimated $817K sold.

Thrivent Financial for Lutherans first reported a position in IBML in Q3 2022 and held it in 4 quarters. The position peaked at $3.24M in Q4 2022. 162 funds tracked by Wall St. Rank hold IBML as of Q3 2023.

  • Thrivent Financial for Lutherans reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 32,074 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2023, an estimated $817K.
  • Thrivent Financial for Lutherans first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2022 and held it in 4 quarters.
  • Thrivent Financial for Lutherans's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $3.24M in Q4 2022.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2023.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2023, filed 14 Nov 2023.