VCM
IBML

Vigilant Capital Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Vigilant Capital 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
Q2 		$160K Buy
6,285
+300
+5% +$7.63K 0.01% 167
2023
Q1 		$152K Buy
5,985
+210
+4% +$5.33K 0.01% 164
2022
Q4 		$146K Buy
5,775
+240
+4% +$6.07K 0.01% 170
2022
Q3 		$140K Sell
5,535
-335
-6% -$8.51K 0.01% 181
2022
Q2 		$150K Buy
5,870
+385
+7% +$9.79K 0.01% 178
2022
Q1 		$140K Hold
5,485
– – 0.01% 207
2021
Q4 		$142K Buy
5,485
+400
+8% +$10.4K 0.01% 228
2021
Q3 		$132K Buy
5,085
+2,900
+133% +$75.6K 0.01% 185
2021
Q2 		$57K Buy
2,185
+175
+9% +$4.57K ﹤0.01% 254
2021
Q1 		$53K Hold
2,010
– – ﹤0.01% 237
2020
Q4 		$53K Buy
2,010
+1,055
+110% +$27.6K 0.01% 220
2020
Q3 		$25K Hold
955
– – ﹤0.01% 268
2020
Q2 		$25K Sell
955
-35
-4% -$909 ﹤0.01% 246
2020
Q1 		$25K Sell
990
-400
-29% -$10.3K ﹤0.01% 245
2019
Q4 		$36K Sell
1,390
-330
-19% -$8.51K ﹤0.01% 344
2019
Q3 		$44K Buy
1,720
+770
+81% +$19.9K 0.01% 264
2019
Q2 		$24K Hold
950
– – ﹤0.01% 311
2019
Q1 		$24K Buy
950
+330
+53% +$8.35K ﹤0.01% 314
2018
Q4 		$16K Hold
620
– – ﹤0.01% 347
2018
Q3 		$15K Sell
620
-2,653
-81% -$66.3K ﹤0.01% 380
2018
Q2 		$82K Sell
3,273
-9,896
-75% -$246K 0.01% 199
2018
Q1 		$328K Sell
13,169
-41,500
-76% -$1.04M 0.05% 98
2017
Q4 		$1.38M Buy
54,669
+51,607
+1,685% +$1.31M 0.18% 69
2017
Q3 		$78K Buy
+3,062
New +$78.6K 0.01% 154

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vigilant Capital Management's IBML Position: Q2 2023 in Review

Vigilant Capital Management increased its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 5% in Q2 2023, buying an estimated $7.63K and bringing the position to 6,285 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #167.

Vigilant Capital Management first reported a position in IBML in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.38M in Q4 2017. 166 funds tracked by Wall St. Rank hold IBML as of Q2 2023.

  • Vigilant Capital Management held 6,285 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $160K as of Q2 2023.
  • Vigilant Capital Management bought 300 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2023, an estimated $7.63K.
  • iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #167 holding.
  • Vigilant Capital Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2017 and has held it in 24 quarters since.
  • Vigilant Capital Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $1.38M in Q4 2017.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.