WIC
IBML

Whitegate Investment Counselors’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-16,725
Closed -$435K – 218
2021
Q3 		$435K Hold
16,725
– – 0.06% 168
2021
Q2 		$437K Hold
16,725
– – 0.06% 167
2021
Q1 		$438K Hold
16,725
– – 0.07% 162
2020
Q4 		$438K Hold
16,725
– – 0.07% 155
2020
Q3 		$440K Buy
16,725
+7,050
+73% +$185K 0.08% 149
2020
Q2 		$254K Buy
+9,675
New +$251K 0.05% 174

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 $2.74B AUM 26.51% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whitegate Investment Counselors's IBML Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2021, closing a stake of 16,725 shares — an estimated $435K sold.

Whitegate Investment Counselors first reported a position in IBML in Q2 2020 and held it in 6 quarters. The position peaked at $440K in Q3 2020. 125 funds tracked by Wall St. Rank hold IBML as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 16,725 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2021, an estimated $435K.
  • Whitegate Investment Counselors first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2020 and held it in 6 quarters.
  • Whitegate Investment Counselors's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $440K in Q3 2020.
  • 125 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.