WA
IBML

Waterford Advisors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Waterford Advisors’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
Q3 		– Sell
-99,985
Closed -$2.55M – 55
2023
Q2 		$2.55M Sell
99,985
-1,535
-2% -$39K 1.23% 18
2023
Q1 		$2.58M Buy
101,520
+200
+0.2% +$5.08K 1.4% 17
2022
Q4 		$2.57M Buy
+101,320
New +$2.56M 1.5% 17

Other funds holding IBML

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Waterford Advisors's IBML Position: Q3 2023 in Review

Waterford Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q3 2023, closing a stake of 99,985 shares — an estimated $2.55M sold.

Waterford Advisors first reported a position in IBML in Q4 2022 and held it in 3 quarters. The position peaked at $2.58M in Q1 2023. 162 funds tracked by Wall St. Rank hold IBML as of Q3 2023.

  • Waterford Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Waterford Advisors sold 99,985 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2023, an estimated $2.55M.
  • Waterford Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2022 and held it in 3 quarters.
  • Waterford Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $2.58M in Q1 2023.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2023.

Based on Waterford Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.