WQ
IBML

Wealth Quarterback’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Wealth Quarterback’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
2021
Q3 		$8K Sell
296
-194
-40% -$5.06K 0.01% 521
2021
Q2 		$13K Buy
+490
New +$12.8K 0.01% 426
2020
Q2 		– Sell
-697
Closed -$17.9K – 843
2020
Q1 		$17.9K Hold
697
– – 0.02% 360
2019
Q4 		$18K Buy
+697
New +$18K 0.02% 374

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wealth Quarterback's IBML Position: Q3 2021 in Review

Wealth Quarterback reduced its iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) stake by 40% in Q3 2021, selling an estimated $5.06K and leaving 296 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #521.

Wealth Quarterback first reported a position in IBML in Q4 2019 and has held it in 4 quarters since. The position peaked at $18K in Q4 2019. 128 funds tracked by Wall St. Rank hold IBML as of Q3 2021.

  • Wealth Quarterback held 296 shares of iShares iBonds Dec 2023 Term Muni Bond ETF worth $8K as of Q3 2021.
  • Wealth Quarterback sold 194 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q3 2021, an estimated $5.06K.
  • iShares iBonds Dec 2023 Term Muni Bond ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #521 holding.
  • Wealth Quarterback first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $18K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.