WCM
IBML

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

WealthBridge 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
2019
Q2 		– Sell
-4,700
Closed -$120K – 929
2019
Q1 		$120K Buy
+4,700
New +$119K 0.08% 166

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Bank of America
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SEIA
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US Bancorp
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Envestnet Asset Management
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UCFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthBridge Capital Management's IBML Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q2 2019, closing a stake of 4,700 shares — an estimated $120K sold.

WealthBridge Capital Management first reported a position in IBML in Q1 2019 and held it in 1 quarter. The position peaked at $120K in Q1 2019. 72 funds tracked by Wall St. Rank hold IBML as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 4,700 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q2 2019, an estimated $120K.
  • WealthBridge Capital Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q1 2019 and held it in 1 quarter.
  • WealthBridge Capital Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $120K in Q1 2019.
  • 72 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.