Woodmont Investment Counsel’s iShares iBonds Dec 2023 Term Muni Bond ETF IBML Stock Holding History

Woodmont Investment Counsel’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	-10,000	Closed	-$255K	–	249
2023 Q3	$255K	Hold	10,000	–	–	0.03%	206
2023 Q2	$255K	Hold	10,000	–	–	0.03%	212
2023 Q1	$254K	Hold	10,000	–	–	0.03%	215
2022 Q4	$254K	Hold	10,000	–	–	0.03%	223
2022 Q3	$252K	Hold	10,000	–	–	0.03%	219
2022 Q2	$255K	Buy	+10,000	New	+$254K	0.03%	210

Other funds holding IBML

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

Woodmont Investment Counsel's IBML Position: Q4 2023 in Review

Woodmont Investment Counsel sold out of iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) in Q4 2023, closing a stake of 10,000 shares — an estimated $255K sold.

Woodmont Investment Counsel first reported a position in IBML in Q2 2022 and held it in 6 quarters. The position peaked at $255K in Q3 2023. 2 funds tracked by Wall St. Rank hold IBML as of Q4 2023.

Woodmont Investment Counsel reported no remaining iShares iBonds Dec 2023 Term Muni Bond ETF position as of Q4 2023 after selling out during the quarter.
Woodmont Investment Counsel sold 10,000 iShares iBonds Dec 2023 Term Muni Bond ETF shares in Q4 2023, an estimated $255K.
Woodmont Investment Counsel first reported a position in iShares iBonds Dec 2023 Term Muni Bond ETF in Q2 2022 and held it in 6 quarters.
Woodmont Investment Counsel's iShares iBonds Dec 2023 Term Muni Bond ETF position peaked at $255K 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 Woodmont Investment Counsel's 13F filing for Q4 2023, filed 19 Jan 2024.