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

Wealthstar 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 Q4	–	Sell	-10,380	Closed	-$265K	–	141
2023 Q3	$265K	Hold	10,380	–	–	0.1%	94
2023 Q2	$265K	Hold	10,380	–	–	0.11%	66
2023 Q1	$264K	Hold	10,380	–	–	0.1%	80
2022 Q4	$263K	Hold	10,380	–	–	0.12%	80
2022 Q3	$262K	Buy	10,380 +2,200	+27%	+$55.9K	0.12%	80
2022 Q2	$209K	Hold	8,180	–	–	0.08%	84
2022 Q1	$208K	Hold	8,180	–	–	0.08%	87
2021 Q4	$212K	Hold	8,180	–	–	0.07%	79
2021 Q3	$213K	Buy	+8,180	New	+$213K	0.06%	84

Other funds holding IBML

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Wealthstar Advisors's IBML Position: Q4 2023 in Review

Wealthstar Advisors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 10,380 shares — an estimated $265K sold.

Wealthstar Advisors first reported a position in IBML in Q3 2021 and held it in 9 quarters. The position peaked at $265K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Wealthstar Advisors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Wealthstar Advisors sold 10,380 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $265K.
Wealthstar Advisors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2021 and held it in 9 quarters.
Wealthstar Advisors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $265K in Q3 2023.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Wealthstar Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.