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IBML

Wilbanks Smith & Thomas Asset Management’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Wilbanks Smith & Thomas Asset 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
2023
Q4 		– Sell
-11,053
Closed -$282K – 541
2023
Q3 		$282K Sell
11,053
-1,971
-15% -$50.2K 0.01% 416
2023
Q2 		$332K Sell
13,024
-1,573
-11% -$40K 0.01% 390
2023
Q1 		$371K Hold
14,597
– – 0.01% 364
2022
Q4 		$370K Buy
14,597
+2,865
+24% +$72.5K 0.01% 357
2022
Q3 		$296K Sell
11,732
-377,826
-97% -$9.6M 0.01% 365
2022
Q2 		$9.93M Buy
389,558
+11,253
+3% +$286K 0.42% 61
2022
Q1 		$9.58M Buy
378,305
+59,757
+19% +$1.53M 0.38% 63
2021
Q4 		$8.26M Buy
318,548
+19,389
+6% +$503K 0.29% 81
2021
Q3 		$7.78M Buy
299,159
+24,322
+9% +$634K 0.31% 76
2021
Q2 		$7.18M Buy
274,837
+22,236
+9% +$581K 0.28% 80
2021
Q1 		$6.61M Buy
252,601
+39,361
+18% +$1.03M 0.29% 78
2020
Q4 		$5.58M Buy
213,240
+70,547
+49% +$1.85M 0.26% 85
2020
Q3 		$3.75M Buy
142,693
+112,801
+377% +$2.97M 0.2% 95
2020
Q2 		$784K Buy
29,892
+5,461
+22% +$142K 0.05% 183
2020
Q1 		$627K Buy
24,431
+4,613
+23% +$119K 0.05% 195
2019
Q4 		$512K Buy
19,818
+8,355
+73% +$216K 0.03% 246
2019
Q3 		$295K Buy
+11,463
New +$296K 0.02% 321

Other funds holding IBML

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IBML Position: Q4 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 11,053 shares — an estimated $282K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IBML in Q3 2019 and held it in 17 quarters. The position peaked at $9.93M in Q2 2022. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

  • Wilbanks Smith & Thomas Asset Management reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 11,053 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $282K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q3 2019 and held it in 17 quarters.
  • Wilbanks Smith & Thomas Asset Management's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $9.93M in Q2 2022.
  • 2 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Muni Bond ETF as of Q4 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.