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

Tyler-Stone 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	-1,000	Closed	-$26K	–	995
2023 Q3	$26K	Hold	1,000	–	–	0.01%	443
2023 Q2	$25K	Buy	+1,000	New	+$25.4K	0.01%	450

Other funds holding IBML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Tyler-Stone Wealth Management's IBML Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 1,000 shares — an estimated $26K sold.

Tyler-Stone Wealth Management first reported a position in IBML in Q2 2023 and held it in 2 quarters. The position peaked at $26K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Tyler-Stone Wealth Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 1,000 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $26K.
Tyler-Stone Wealth Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2023 and held it in 2 quarters.
Tyler-Stone Wealth Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $26K in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.