Tradition Wealth Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Tradition Wealth Management’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	-10,358	Closed	-$264K	–	1392
2023 Q3	$264K	Buy	10,358 +611	+6%	+$15.6K	0.03%	268
2023 Q2	$248K	Buy	9,747 +8	+0.1%	+$203	0.03%	277
2023 Q1	$248K	Buy	9,739 +5	+0.1%	+$127	0.03%	272
2022 Q4	$247K	Sell	9,734 -19,592	-67%	-$496K	0.03%	240
2022 Q3	$740K	Buy	29,326 +6	+0%	+$152	0.11%	125
2022 Q2	$748K	Buy	29,320 +23,526	+406%	+$598K	0.11%	129
2022 Q1	$148K	Buy	5,794 +403	+7%	+$10.3K	0.02%	331
2021 Q4	$140K	Buy	5,391 +6	+0.1%	+$156	0.02%	346
2021 Q3	$140K	Buy	5,385 +4	+0.1%	+$104	0.02%	320
2021 Q2	$141K	Buy	5,381 +4	+0.1%	+$105	0.02%	337
2021 Q1	$141K	Buy	5,377 +2	+0%	+$52	0.02%	280
2020 Q4	$141K	Buy	+5,375	New	+$141K	0.03%	265

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

Tradition Wealth Management's IBML Position: Q4 2023 in Review

Tradition Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 10,358 shares — an estimated $264K sold.

Tradition Wealth Management first reported a position in IBML in Q4 2020 and held it in 12 quarters. The position peaked at $748K in Q2 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Tradition Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 10,358 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $264K.
Tradition Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $748K in Q2 2022.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.