Vigilant Capital Management’s iShares iBonds Dec 2028 Term Muni Bond ETF IBMQ Stock Holding History

Vigilant Capital Management’s Portfolio IBMQ Stock Details IBMQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$16K	Hold	650	–	–	﹤0.01%	373
2023 Q1	$17K	Hold	650	–	–	﹤0.01%	351
2022 Q4	$16K	Hold	650	–	–	﹤0.01%	365
2022 Q3	$16K	Hold	650	–	–	﹤0.01%	413
2022 Q2	$16K	Buy	650 +200	+44%	+$4.99K	﹤0.01%	388
2022 Q1	$11K	Hold	450	–	–	﹤0.01%	428
2021 Q4	$12K	Buy	450 +400	+800%	+$10.9K	﹤0.01%	462
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	784
2021 Q2	$1K	Buy	+50	New	+$1.37K	﹤0.01%	436

Other funds holding IBMQ

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Vigilant Capital Management held its iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) position steady in Q2 2023 at 650 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Vigilant Capital Management first reported a position in IBMQ in Q2 2021 and has held it in 9 quarters since. The position peaked at $17K in Q1 2023. 72 funds tracked by Wall St. Rank hold IBMQ as of Q2 2023.

Vigilant Capital Management held 650 shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $16K as of Q2 2023.
Vigilant Capital Management left its iShares iBonds Dec 2028 Term Muni Bond ETF share count unchanged in Q2 2023.
iShares iBonds Dec 2028 Term Muni Bond ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #373 holding.
Vigilant Capital Management first reported a position in iShares iBonds Dec 2028 Term Muni Bond ETF in Q2 2021 and has held it in 9 quarters since.
Vigilant Capital Management's iShares iBonds Dec 2028 Term Muni Bond ETF position peaked at $17K in Q1 2023.
72 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Muni Bond ETF as of Q2 2023.

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