TC
IBML

Trust Company’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Trust Company’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
2019
Q2 		– Sell
-1,188
Closed -$30K – 332
2019
Q1 		$30K Hold
1,188
– – 0.02% 193
2018
Q4 		$30K Buy
+1,188
New +$29.5K 0.02% 182

Other funds holding IBML

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Trust Company's IBML Position: Q2 2019 in Review

Trust Company sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2019, closing a stake of 1,188 shares — an estimated $30K sold.

Trust Company first reported a position in IBML in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 72 funds tracked by Wall St. Rank hold IBML as of Q2 2019.

  • Trust Company reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Trust Company sold 1,188 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2019, an estimated $30K.
  • Trust Company first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2018 and held it in 2 quarters.
  • Trust Company's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $30K in Q1 2019.
  • 72 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2019.

Based on Trust Company's 13F filing for Q2 2019, filed 8 Jul 2019.