Advisornet Financial’s iShares iBonds Dec 2022 Term Muni Bond ETF IBMK Stock Holding History

Advisornet Financial’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
2020 Q2	–	Sell	-390	Closed	-$10K	–	1977
2020 Q1	$10K	Sell	390 -600	-61%	-$15.7K	﹤0.01%	1274
2019 Q4	$26K	Sell	990 -1,100	-53%	-$28.8K	﹤0.01%	1114
2019 Q3	$55K	Sell	2,090 -1,045	-33%	-$27.4K	0.01%	868
2019 Q2	$82K	Hold	3,135	–	–	0.01%	668
2019 Q1	$81K	Buy	3,135 +200	+7%	+$5.16K	0.01%	610
2018 Q4	$75K	Buy	2,935 +400	+16%	+$10.2K	0.01%	592
2018 Q3	$64K	Hold	2,535	–	–	0.01%	664
2018 Q2	$65K	Hold	2,535	–	–	0.01%	647
2018 Q1	$65K	Buy	2,535 +1,760	+227%	+$45K	0.01%	632
2017 Q4	$20K	Buy	+775	New	+$20.1K	﹤0.01%	868

Other funds holding IBMK

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

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LIM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

Advisornet Financial's IBMK Position: Q2 2020 in Review

Advisornet Financial sold out of iShares iBonds Dec 2022 Term Muni Bond ETF (IBMK) in Q2 2020, closing a stake of 390 shares — an estimated $10K sold.

Advisornet Financial first reported a position in IBMK in Q4 2017 and held it in 10 quarters. The position peaked at $82K in Q2 2019. 128 funds tracked by Wall St. Rank hold IBMK as of Q2 2020.

Advisornet Financial reported no remaining iShares iBonds Dec 2022 Term Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Advisornet Financial sold 390 iShares iBonds Dec 2022 Term Muni Bond ETF shares in Q2 2020, an estimated $10K.
Advisornet Financial first reported a position in iShares iBonds Dec 2022 Term Muni Bond ETF in Q4 2017 and held it in 10 quarters.
Advisornet Financial's iShares iBonds Dec 2022 Term Muni Bond ETF position peaked at $82K in Q2 2019.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Muni Bond ETF as of Q2 2020.

Based on Advisornet Financial's 13F filing for Q2 2020, filed 26 Aug 2020.