1834 Investment Advisors’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

1834 Investment Advisors’s Portfolio IBMK Stock Details IBMK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-935	Closed	-$24K	–	471
2022 Q2	$24K	Hold	935	–	–	﹤0.01%	328
2022 Q1	$24K	Hold	935	–	–	﹤0.01%	303
2021 Q4	$24K	Hold	935	–	–	﹤0.01%	317
2021 Q3	$24K	Hold	935	–	–	﹤0.01%	327
2021 Q2	$25K	Hold	935	–	–	﹤0.01%	341
2021 Q1	$25K	Hold	935	–	–	﹤0.01%	308
2020 Q4	$25K	Sell	935 -6,610	-88%	-$175K	﹤0.01%	306
2020 Q3	$200K	Sell	7,545 -1,500	-17%	-$39.7K	0.03%	185
2020 Q2	$239K	Buy	9,045 +830	+10%	+$21.8K	0.04%	163
2020 Q1	$214K	Hold	8,215	–	–	0.04%	166
2019 Q4	$215K	Buy	8,215 +205	+3%	+$5.36K	0.03%	193
2019 Q3	$209K	Hold	8,010	–	–	0.03%	197
2019 Q2	$209K	Sell	8,010 -140	-2%	-$3.63K	0.03%	188
2019 Q1	$211K	Buy	8,150 +300	+4%	+$7.74K	0.03%	192
2018 Q4	$201K	Hold	7,850	–	–	0.03%	174
2018 Q3	$199K	Hold	7,850	–	–	0.03%	189
2018 Q2	$200K	Buy	7,850 +600	+8%	+$15.3K	0.03%	180
2018 Q1	$185K	Hold	7,250	–	–	0.03%	182
2017 Q4	$186K	Buy	+7,250	New	+$188K	0.03%	180

Other funds holding IBMK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

1834 Investment Advisors's IBMK Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q3 2022, closing a stake of 935 shares — an estimated $24K sold.

1834 Investment Advisors first reported a position in IBMK in Q4 2017 and held it in 19 quarters. The position peaked at $239K in Q2 2020. 132 funds tracked by Wall St. Rank hold IBMK as of Q3 2022.

1834 Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 935 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q3 2022, an estimated $24K.
1834 Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $239K in Q2 2020.
132 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.