Truist Financial
IBML

Truist Financial’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Truist Financial’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
-219,354
Closed -$5.6M – 2746
2023
Q3 		$5.6M Sell
219,354
-10,000
-4% -$255K 0.01% 802
2023
Q2 		$5.85M Sell
229,354
-7,458
-3% -$190K 0.01% 779
2023
Q1 		$6.02M Buy
236,812
+783
+0.3% +$19.9K 0.01% 759
2022
Q4 		$5.98M Buy
236,029
+43,912
+23% +$1.11M 0.01% 757
2022
Q3 		$4.85M Sell
192,117
-38,789
-17% -$986K 0.01% 803
2022
Q2 		$5.89M Buy
230,906
+69,195
+43% +$1.76M 0.01% 744
2022
Q1 		$4.12M Buy
161,711
+23,414
+17% +$601K 0.01% 958
2021
Q4 		$3.58M Buy
138,297
+11,463
+9% +$298K 0.01% 1020
2021
Q3 		$3.3M Buy
126,834
+71,649
+130% +$1.87M 0.01% 1045
2021
Q2 		$1.44M Buy
55,185
+22,594
+69% +$590K ﹤0.01% 1445
2021
Q1 		$853K Buy
32,591
+23,624
+263% +$618K ﹤0.01% 1681
2020
Q4 		$235K Buy
+8,967
New +$235K ﹤0.01% 2309

Other funds holding IBML

IA
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

Truist Financial's IBML Position: Q4 2023 in Review

Truist Financial sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 219,354 shares — an estimated $5.6M sold.

Truist Financial first reported a position in IBML in Q4 2020 and held it in 12 quarters. The position peaked at $6.02M in Q1 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Truist Financial reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Truist Financial sold 219,354 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $5.6M.
  • Truist Financial first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2020 and held it in 12 quarters.
  • Truist Financial's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $6.02M in Q1 2023.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Truist Financial's 13F filing for Q4 2023, filed 2 Feb 2024.